Archives for Trusts

Get The Whole Trust Package

By David Harris   Over the past 6 months I have had to replace 3 different computers. My work computer just stopped working, my daughter needed one for college, and our home computer was way outdated. The process of having to choose a new computer can be very overwhelming. I am a bit of penny pincher so I always search for the best deal. I don’t want to spend too much and I don’t want to get taken for a bad deal but I want to ensure I have everything I need. On many occasions, I have upgraded my old
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Categories: Trusts.

What do you mean a trust? Part 2.

By David Harris 2/2/17   Last week’s article was all about “Revocable TRUSTS” and many of the basic reasons why we may want to have a trust as the central piece of our estate plan. The article touched briefly on one of the most essential parts of the trust creation, which would be “FUNDING a TRUST”. Why is this so important? The Importance of Funding a Trust Imagine designing and building your dream home. You would spend a great amount of time, effort and expense to ensure that your new home was perfect. Now the time has come to move
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Categories: Financial advise and Trusts.

What do you mean a “TRUST”?

by: David Harris 1/25/17 First things first! Last Sunday a friend of mine asked me why I didn’t write an article in the Spectrum this week. Surprised, I replied that I had written about my family winter camping trip. After many humorous comments from friends and family, we discovered that my article was printed… But my business partner’s picture was displayed as the author. We apologize for the mix up! And Tony is grateful to know that he has 2 kids and not 6 kids, as stated in the article! Now let’s talk Trusts. What is a trust? Revocable Trusts
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Categories: Financial advise and Trusts.