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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,…
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…
Funding a Trust: What Does This Entail?
Creating a Revocable Living Trust is a two-step process. Working with an attorney to draft the actual trust agreement is step one….
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…
My Spouse Will Not Get on Board with Estate Planning
When it comes to estate planning for married couples, it takes two to tango. In other words, both spouses need to participate…
Selecting a Friend or Family Member as Trustee: Communication Is Key
Choosing your trustee is an important decision. If you select a friend or family member for this role, you are asking this…
When Casual Contract Work Grows into Something More
In the “sharing economy,” there is a new trend afoot and it is flourishing. People are finding new ways to earn money;…
Estate Planning Starts Here
When it comes to beginning the estate planning process, we start with an in-person consultation. While some attorneys may offer free quotes…
Seniors: 5 Rules for New Caregivers
Becoming a caregiver is an important role and responsibility. Regardless of whether you are serving as a caregiver for an elderly family…
The Pet Trust: Don’t Forget Fido and Penelope
While the idea of a pet trust might conjure images of a pampered cat eating out of a crystal dish or a…
