July 24, 2026
Phil Runyon discusses when revocable or irrevocable trusts may be appropriate, including probate avoidance, beneficiary planning, creditor protection, Medicaid eligibility, and asset protection trusts.
Trusts · Estate Planning · Asset Protection · Elder Law
June 26, 2026
Solstice greetings from Phil Runyon on reviewing estate planning documents, updating wills and trusts, and keeping powers of attorney and health care directives current.
Estate Planning · Trusts · Health Care Planning · Elder Law
April 1, 2026
Greetings again, everyone! I know you've just heard from me, but I have a few more things to say, including an update on the finCEN real estate reporting rules...
Trusts · Estate Planning · Real Estate
February 10, 2026
Medicaid Planning and Long-Term Care Options for New Hampshire Families Greetings again, everyone! This is my final summer offering, so I'm going to give you so...
Elder Law · Asset Protection · Trusts
June 5, 2024
I won't offend any of you by assuming you're regular readers of the AARP magazine quite yet, but a recent issue raised some of the knottiest planning dilemmas f...
Estate Planning · Trusts · Elder Law · Real Estate
March 1, 2024
Early (Very Early) Spring greetings to you all! As a native Southerner, I confess to being less than sanguine about the weather of January and February and to b...
Estate Planning · Tax Planning · Trusts · Charitable Giving
August 1, 2023
Phil Runyon discusses why the best executor or trustee may not be the most legally or financially sophisticated family member, and how to think about those choices.
Estate Planning · Probate · Trusts
July 1, 2023
Phil Runyon discusses practical work-arounds for funding revocable trusts, transfer-on-death beneficiaries, vehicle titles, and federal student loan concerns.
Trusts · Estate Planning · Probate
May 1, 2023
Phil Runyon explains why wills, trusts, durable powers of attorney, and health care directives may need periodic review as family circumstances and legal requirements change.
Estate Planning · Trusts · Health Care Planning · Elder Law
December 1, 2022
Phil Runyon discusses springing powers of attorney, health care directives, downloaded wills, revocable trust funding, and when estate planning documents should be refreshed.
Estate Planning · Trusts · Health Care Planning · Probate
July 1, 2022
Phil Runyon discusses keeping health care directives current, preserving family stories, capacity planning, trustee choices, cremation, and trust provisions for vulnerable beneficiaries.
Estate Planning · Health Care Planning · Trusts · Elder Law
March 1, 2022
Phil Runyon discusses how revocable trusts and estate planning documents can help provide for pets after their owners are gone.
Estate Planning · Trusts
April 24, 2019
It's Never Too Early to Plan Ahead It occurred to me that most of what I say in these pieces is directed toward my contemporaries rather than our children and g...
Estate Planning · Health Care Planning · Trusts
March 15, 2018
A Modest Proposal Many of you have already taken the suggestion to convey your assets to revocable trusts to help your family avoid the winter (spring, summer a...
Trusts · Estate Planning · Asset Protection
July 11, 2017
EnABLEd Accounts We've probably all at least heard about so-called "special needs trusts", even if we've never met one in person. They're intended to provide su...
Estate Planning · Trusts
January 25, 2016
Another Planning Resolution In addition to resolving to being nicer people this year, let's also resolve to keep our planning documents in good order - and let'...
Trusts · Estate Planning · Asset Protection
August 27, 2015
Sometimes More Information is Better Here are a few words on a subject that can be totally unenjoyable, even divisive, in many families, at a time when they rea...
Estate Planning · Probate · Trusts
May 22, 2015
Asset Beneficiaries are important As we all know (some more traumatically than others), the divorce bug has attacked nearly every family at some point. And when...
Estate Planning · Trusts · Probate
November 19, 2014
Express Your Trust Intentions Thanksgiving, more than any other holiday, seems to bring us together not only for a gargantuan meal, but also for those awkward c...
Trusts · Estate Planning
August 12, 2014
Joint Tenancies Redux I've written already about the use of **joint tenancies** to help avoid probate. If one of the JTs dies, the other becomes the sole owner...
Asset Protection · Estate Planning · Probate · Trusts
July 24, 2014
Ensuring a Future One of the consequences of summer winding down is that schools and colleges will soon be cranking up again - and cranking out their tuition bi...
Estate Planning · Trusts
July 24, 2014
More Trust News If you've been even an intermittent reader here, you know I've proclaimed the helpful uses of trusts on many occasions. Historically, the primar...
Trusts · Estate Planning
January 7, 2014
Joint Tenants Take Note As the heading suggests, I'm out to toss a little cold water on the common technique many of us employ to pass our worldly stuff on to o...
Probate · Estate Planning · Trusts
September 17, 2013
**Probate Avoidance Revisited I've mentioned before - harped may be more like it - about doing your best to keep your family from having to endure the delay (mo...
Probate · Estate Planning · Trusts
May 1, 2013
Time for a Trust Tune-up? Now that the dust is settling on the new tax law, and the rules have become as permanent as anything can be in Washington, it's pretty...
Trusts · Tax Planning · Estate Planning
November 1, 2012
Food For Year-End Thought We've got about 2 months to go before the end of the year, which is when all our current estate and gift tax goodies are due to expire...
Tax Planning · Estate Planning · Trusts
June 14, 2012
More on Trusts I've noted previously that most people's estate values are now less than the federal estate tax exemption amounts - currently $5,000,000 per pers...
Trusts · Estate Planning
May 21, 2012
Too Good to be True? First a disclaimer: I'm certainly not in favor of people evading their legal obligations! Having said that, I'll also state that much of wh...
Asset Protection · Trusts · Estate Planning
January 18, 2012
A Probate Alternative Nearly every family has a horror story about "probating" a relative's estate, the usual complaints being about how long it took, how much...
Trusts · Probate · Estate Planning