Thursday, October 31, 2013


I’m sure I don’t have to tell you that trust is a beautiful, delicate thing.  It is built, brick by brick, interaction by interaction, into a foundation strong enough to hold higher levels of interactions in the future but, like a Jenga game, one poor decision can cause it all to come crashing down.

That’s trust and it is definitely related to what you are doing when you enter into a “trust agreement,”  but it isn’t the whole story.

But first, a little background:

Monday, October 21, 2013


According to several polls less than half of Americans have an estate plan so congratulations on getting the first step done.  Putting your affairs in order is a very loving thing for you to do for your heirs and yourself (in the case of your incapacity) and I want to encourage you to finish the job.  Hopefully you went to a qualified attorney instead of some trust mill, but either way the chances that you are done are, unfortunately, slim.  If you have a revocable living trust-based estate plan (as opposed to a will-based estate plan) then what you have paid for is a (hopefully) beautiful (hopefully) complete intention.  Acting on that intention is the next step.

Tuesday, October 15, 2013


Back in the dark ages (last spring), many gay and lesbian couples in California entered into domestic partnership agreements as a way to confirm their promises to each other because they did not have the right to marry.  A marriage is basically a three way agreement between the government and the couple that includes all sorts of statutory rights and obligations the starry-eyed lovers may or may not be aware of.  A domestic partnership agreement, however, is similar to a pre-marital agreement in that it is completely individualized to the particular couple involved.  (My post on pre-marital agreements is called “Do I need a pre-marital agreement if I love my fiancé?)

Saturday, October 12, 2013



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