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Re: living trust, will, and advance directives
- To: http://www.juno.com/~w1few (Richard)
- Subject: Re: living trust, will, and advance directives
- From: http://dummy.us.eu.org/robert (Robert)
- Date: Sat, 18 Nov 2017 08:47:56 -0800
- Cc: http://www.myself.com/~Bhavani (Bhavani), http://www.juno.com/~bhavaniowl (Bhavani), http://www.gmail.com/~bhavaniowl (Bhavani), http://dummy.us.eu.org/noelleg (Noelle)
Did Fred Forman ever get back to you?
Did you ask Harvey about estate planners?
> From: http://dummy.us.eu.org/robert (Robert)
> Date: Sat, 04 Nov 2017 15:56:30 -0700
>
> Did Fred Foreman give you any advice on how to set all this up?
>
> > From: http://dummy.us.eu.org/robert (Robert)
> > Date: Fri, 27 Oct 2017 08:08:47 -0700
> >
> > Some questions about your living trust:
> >
> > 1) When was the last time you updated it or checked it?
> > 2) Was it updated after your move to ?
> > 3) Was your will also updated with the trust?
> > 4) Was your advance directives also updated with the trust?
> > 5) Who are the trustees assigned for your living trust?
> > 6) Did you assign the beneficiary for your annuity and your IRAs to be the trust?