When a Living Trust Makes Sense

Several years ago I was introduced to a retired couple From Ocean County, New Jersey who were starting to have health issues.

When the husband¬†ended up in the hospital their daughter who lived out of state and from whom they were estranged, came to visit.¬† She was shocked to find out that while her Dad was in the hospital her mother allowed the bills to go unpaid, dividend checks were not cashed or deposited to their checking account and no one was overseeing their investment portfolio. Continue reading “When a Living Trust Makes Sense”