Wealth Strategies Journal: Here’s part two of the exciting, can’t catch your breath topic, how to operate your trusts. Many folks seem to think if they’ve signed a trust they’ve done the deed, but as the Carpenter’s song goes: “We’ve only just begun.” Just like a good golf swing, follow through is essential to achieve any of your personal, tax, legal or other objectives. The second part of this article highlights a few of the myriad of matters to address. If you don’t heed the follow up warning, you’ll be relying on the line from the Carpenter’s song: “A kiss for luck and you’re on your way,” when the IRS or a claimant come’s a’knockin. Your estate planner will be singing the Buddy Holly words back at ya: “Don’t come back knockin’ at my offices’ closed door.”
How To Operate Your Trust
By On the Net|2017-10-07T11:14:44-07:00August 18th, 2011|
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