Celebrating International LEGO Day
An estate plan—like LEGOs—makes a great gift that can be enjoyed by generations to come.
Personal Attention.
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An estate plan—like LEGOs—makes a great gift that can be enjoyed by generations to come.
A testamentary trust will own accounts and property owned by you without beneficiary designations and helps you plan in advance.
A survivor’s trust is a middle ground between a joint trust and separate trusts.
If you have an entity as part of your existing estate plan, you will need to make sure that you comply with the new law.
Proper estate planning can protect you from the risks of owning stolen property through due diligence and research.
As a fiduciary, a trustee must protect the trust’s investments and act in the best interests of the beneficiaries.
Minimizing estate taxes amidst losing a spouse can be difficult, let us help navigate these hard times with you.
5 Good Reasons to Decant a Trust Today, many estate plans contain an irrevocable trust that will continue for the benefit of a spouse’s lifetime and then continue for the benefit of several generations. Because trusts like these are designed to span multiple decades, it is important that they include ...
Know that there are both advantages and disadvantages to revealing private information related to your estate plan with others.
Whenever changes occur, as they are bound to do, the trust protector has the power to modify the trust to carry out the trustmaker’s intent.
