Recent content by TheKingfish

As a forum advocate and post-initiator I always like to close out a topic; so that participants can see what benefits accrue (if any) from this very public problem-solving assistance vehicle. My wife and I had lunch with Molly this past week to receive her good news about a finalized trust...

I want to thank all those who posted thoughtful responses. Carving out a path for life’s unexpected challenges can be an overwhelming undertaking. Max is my longtime friend (22+ years) who I meet weekly. Like Molly up close, I have witnessed his precarious decline. After allowing my post a...

Posting for a friend (Molly). Highlights: 1) Married for many years, Molly’s husband Max is in a diagnosed early stage of dementia. 2) Within the last ten years two sons have emerged. Fathered by Max prior to their marriage, both were born out of wedlock to different women. 3) Molly was...

Your input is insightful. In light of, I think I will shrink my plan and present something to the attorney that looks like an outline. As you say, that then leaves more room to shape and grow into a future document; something that ultimately becomes more functional/flexible. A key element for...

Thank you all for your valued feedback. I live in the state of Michigan and generally tend to shy from being penny-wise and pound foolish. Retyping the document would normally be an issue given that the bulk of it will be retained. However, back at inception (2008) I asked for and received...

I have a ten (10) year old trust that is out of date. The original prep attorney is not one I want to reuse. Rather, I want a fresh look/overview. Early research says I have three options: Amendment, Restatement or Revocation. Directionally I need some legal advice on that, hoping my...