May 28, 2017

 I created a trust and got a property tax assessment!  What do I do? 

If you recently created a trust, or transferred ownership of your property, you could be facing a property tax assessment.  Depending on the name of your trust, if the property tax assessor’...

February 23, 2017

Does a trust have its own EIN number?

This depends on the type of trust that you have.  If you have an irrevocable trust, then it will have its own EIN number.  However, you will be forced to give up control of your assets.  This means that you will NOT be able to sell...

February 23, 2017

I am getting a divorce, do I need a trust?

If you are going through the divorce process, it is always advised by our office to get a trust (also known as an estate plan).  Having an estate plan will allow you the opportunity to choose people to make health care and fina...

January 27, 2017

A trust is commonly referred to as a estate plan.  This document encompasses the following six parts: a trust, a will, a durable power of attorney for finance, a durable power of attorney for health care, HIPAA, and schedules.  Each of these documents have different fu...

January 27, 2017

One document used to indicate where your assets should go upon your demise is called a holographic will.  This type of will is usually written when someone is on his deathbed.  There are two witnesses required for type of will and it is written in the handwriting of th...

January 27, 2017

Differences between trusts versus corporations:

There are many reasons that people corporations, but one of the primary reasons is for asset protection.  The problem with corporations is that you must register your corporation with the Secretary of State and inform them...

January 27, 2017

Can a trust protect my assets?

Yes, a trust can be used to protect assets.  However, the trust must have some asset protections measures incorporated into it.  The asset protection measures vary amongst trust attorneys.  They must be tailored to your particular situatio...

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Sharma Kliche - Our Family Protecting Yours.