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As we formed the Leavitt Lunch trust in our first article of this series, we (the grantor/trustor) gave direction to our son(trustee) to buy lunch for the group, and to return and distribute the food among identified beneficiaries, and close the trust by accounting to the grantor (me) and return any remaining funds to the […]

Happy National Estate Planning Awareness Week! In recognition of the fact that over 120,000,000 Americans don’t have an estate plan, Congress designated the third week of October as National Estate Planning Awareness Week. Over the next few days, join us as we discuss the basics of any estate plan, and how you can best protect […]