THE TRUST COACH™

A Review of Steven Merkel's Article, Establishing a Revocable Living Trust - Steven Merkel does a fair job at presenting the positive aspects of the Revocable Living Trust, but inappropriately ends his article published on Investopedia.com on a sour note.  Read Complete Article

Since 2005 clients of Borchers Law, P.C. have been using the Asset Trust Organizer™ to their significant advantage over other trust funding methods - Borchers' Asset Trust Organizer™ ("ATO") lists all assets (and we mean all assets), states how they must be titled in order to fit with the estate plan, provides exact beneficiary designations, and tracks account numbers and account balances (rounded annually). Read Complete Article

What are the Risks to Your Child's Inheritance, and How Can you Prevent Losses due to these Risks? - The principal risks to successful inheritance are Divorce, Debt, Disability, and Dissipation. These are the "4Ds" as I like to refer to them. The meaning of divorce and debt seem clear enough , but let's see how they can threaten the inheritance and how a device like the Inheritance Trust™ can prevent a loss of acquired wealth. Read Complete Article

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