<p>Mom told us she is set on a living trust by some lawyer who is a friend of a friend. Says will takes all your money in probate. This women is stubborn. Dad appears healthy but has some health problems that require appts 3 times a week and he just doesn’t have the enegy to argue. She has agreed to let brother meet with lawyer. They have a CA home and small CD’s. So any info on where to get info would be appreciated. Mom will not listen to any of us asking her to let us research. I have a friend whose parents started this way and then were led to investments. Now the investment people are in prison awaiting trial and the money is gone.
Thanks.</p>
<p>Here is a link to Nolo Press, which has quite a bit of info on the subject of estate planning. My parents had a trust, and when my dad passed away, there were still a few meetings with the attorney and accountant to re-title the assets. More hassle than I had hoped for. But they may have had their trust structured in a poor manner-- it is supposed to streamline things, not complicate them.
<a href=“http://www.nolo.com/resource.cfm/catid/fd1795a9-8049-422c-9087838f86a2bc2b/309/[/url]”>http://www.nolo.com/resource.cfm/catid/fd1795a9-8049-422c-9087838f86a2bc2b/309/</a></p>
<p>Elliot says
<a href=“http://www.oag.state.ny.us/seniors/living_trust.html[/url]”>http://www.oag.state.ny.us/seniors/living_trust.html</a></p>
<p><a href=“http://www.oag.state.ny.us/health/EOLGUIDE012605.pdf[/url]”>http://www.oag.state.ny.us/health/EOLGUIDE012605.pdf</a></p>
<p>Thanks I hope brother can get mom to read this stuff.</p>