Natasha Carroll-Ferrary Natasha Carroll-Ferrary

How do you administer a trust?

How you administer a trust depends on exactly what the trust says at the time it needs to be carried out.

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Natasha Carroll-Ferrary Natasha Carroll-Ferrary

How do I disinherit someone?

How you disinherit someone depends on who it is and what documents you have in place/are drafting.

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Natasha Carroll-Ferrary Natasha Carroll-Ferrary

Who should be my trustee?

Your trustee has to make decisions during your incapacity and at the time you die; make sure it’s someone you trust! (No pun intended)

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Natasha Carroll-Ferrary Natasha Carroll-Ferrary

Why do I need a trust if I have a will?

If you only have a will - or do not have a will at all - your estate goes through probate court: a lengthy, costly, public court proceeding. The trust helps avoid that!

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Natasha Carroll-Ferrary Natasha Carroll-Ferrary

If I signed my trust, am I done?

If you have signed your trust, you must be sure to put your assets into the trust before you are actually “done.”

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Natasha Carroll-Ferrary Natasha Carroll-Ferrary

Can I name my trust anything I want?

In theory you can name your trust anything you want; however, there are practical considerations that you should discuss with your lawyer.

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Natasha Carroll-Ferrary Natasha Carroll-Ferrary

How do I file taxes if I have a living trust?

If you have a living trust, then it’s likely that your trust uses your social security number as your TAX ID number and you file taxes just as you always have done so.

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Natasha Carroll-Ferrary Natasha Carroll-Ferrary

How much does an estate plan cost?

How much does an estate plan cost? It depends on the attorney and what you actually need in your plan. Contact me for a free consultation and to discuss costs.

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