Month: November 2022
November 22, 2022
Revocable Trusts and Irrevocable Trusts – What’s the Difference?
Like a will, a trust is an estate planning tool that determines what happens to assets at death. Different from wills, however,…
November 15, 2022
Increasing Estate and Gift Tax Exemptions: Don’t Miss Out on This Potential Planning Opportunity
Wealth transfers and tax planning go hand in hand. Tax exemptions reduce the amount of money that is subject to taxation. When…
November 8, 2022
Funding a Trust: What Does This Entail?
Creating a Revocable Trust is a two-step process. Working with an attorney to draft the actual trust agreement is step one. The…
November 1, 2022
An Unfortunate Ending for a Prince without an Estate Plan
Occasionally, a celebrity dies without an estate plan in place. The aftermath typically illuminates the importance of estate planning and provides us…
