TrustStefanie Blog

Attorney Stefanie West writes about Estate Planning

Category: Gift

10 Posts

Keep Property Taxes Low

Accounting, Beneficiaries, Beneficiary, Children, Document Review, Elder Law, End of Life Care, Estate Planning, Estate Sale, Excecutor, Family, Fiduciary, Finances, Financial Institution, Fixing Errors, Gift, Grand Children, grand-children, Inheritance, IRS, Kids, Living Trust, Money, Nephews, Nieces, No Children, Partner, Personal Effects, Pour-Over Will, Power of Attorney, Probate, Procrastination, Property Taxes, Review, Selling House, Separate Property, Sibling Rivalry, Sibling's Children, Siblings, Significant Other, Spouse, Step-Children, Storage, Tax Law Changes, Taxes, Trust, Trustee, Will

June 2019 – Keep Property Taxes Low

To the Dump or the Auction House?

Auction House, Beneficiaries, Beneficiary, Charity, Children, Consolidate, Do-it-Yourself, Elder Law, End of Life Care, Estate Planning, Estate Sale, Family, Gift, Grand Children, grand-children, Heirlooms, heirs, Hidden Gems, Inheritance, Kids, Merge Households, Money Stash, Nephews, Nieces, No Children, Partner, Personal Effects, Procrastination, Review, Sibling Rivalry, Sibling's Children, Siblings, Significant Other, Spouse, Step-Children, Storage, Treasures, Unfreeze Accounts, Will

May 2019 – To The Dump Or The Auction House?

Dad's Trust – When Should I Ask For A Copy?

Beneficiaries, Beneficiary, Bequest, Children, Co-Trustee, Contact Information, Elder Law, Estate Planning, Excecutor, Family, Finances, Gift, Grand Children, grand-children, heirs, Inheritance, Irrevocable, Kids, Married, Merge Households, Money, Nephews, Nieces, Personal Effects, Procrastination, Review, Revocable Trust, Sibling Rivalry, Sibling's Children, Siblings, Step-Children, Treasures, Trust, Trustee

October 2017 – Dad’s Trust – When Should I Ask For A Copy?