by Three60 Law Group | Mar 7, 2019 | Estate Planning
A Trustee’s Duty to Provide Notice and Information to Beneficiaries (PDF) General Information/Reporting Due to Beneficiaries Permissible Distributee: a beneficiary who is currently eligible to receive distributions of trust income or principal, whether the...
by Three60 Law Group | Jan 30, 2019 | Estate Planning
Estate Plan Under Fire by Julia M Lindeman (PDF) By Julia M. Lindeman – Three60 Law Group PLLC Regardless of your individual stance on the Second Amendment, at some point we may represent clients who own firearms. As trusted members of their advisory team, we...
by Three60 Law Group | Jan 27, 2019 | Estate Planning
Beneficiary Designations - Truth or Consequences (PDF) FOR RETIREMENT PLANS AND LIFE INSURANCE TRUTH OR CONSEQUENCES—PLAN OR (MAYBE) HAVE YOUR PLAN FAIL While your will is central to your estate planning, for most people, it’s not the entire story. You probably...
by Three60 Law Group | Jan 27, 2019 | Estate Planning
Quality of Life Inventory (PDF) The following inventory is designed to help you make decisions about the kind of healthcare treatment you may want and to help you share this information with your family, friends and healthcare providers. Health Treatment Please rate...
by Three60 Law Group | Jan 25, 2018 | Trusts
Revocable Trusts - A Conversation (PDF) An Estate Planning Conversation It’s 2:00 on a Thursday afternoon and I introduce myself to Julie and Aaron, a professional couple in their mid-forties with two children—one just finishing elementary school and one in middle...
