A Commitment
to Each Client.
When a testator goes through the trouble of setting up a trust for their heirs, the odds are high that they had some specific goals in mind. The court generally doesn’t want to interfere with those goals – but mistakes can happen, laws can change and the need for...
Including a trust in your estate plan comes with multiple benefits. It saves time, reduces estate taxes and ensures that your assets are distributed according to your wishes. Most importantly, a trust gives you control over your assets even after your passing. If you...
A will is the most common estate planning tool people use to bequeath their estate. However, there is more to estate planning than putting your last wishes on paper when passing over the estate to your loved ones. First, a will comes with some uncertainties. What if...
Do you want to ensure your loved ones are cared for after you die? If so, you should consider setting up trusts. Trusts can help you avoid probate and provide financial security for your loved ones. What are the benefits of trusts, and how do you set them up? What...
When you started planning for the future, one of the first things you did was set up a trust for your child. You wanted to make sure that they’d have money to support themselves and invest in the future, so you set aside some each month for several years. Then, you...
If a family member created a trust for their estate, they may have wanted to limit how you use your inheritance or to protect their property from tax liabilities. The trustee assigned to manage trust assets and distribute them to family members will have a challenging...
Your deceased loved one took all the proper steps when planning their estate. They left a valid will and one or more trusts behind to provide for you and other family members. They also likely thought long and hard about choosing a trustee, but that does not mean...
Do you have a revocable living trust? If you do (or are even considering one), then you need to learn about pour-over wills. A pour-over will is a unique part of an estate plan designed to work with a revocable living trust. Here’s what you need to know. How does a...
Recently, trusts have become quite popular for most people. Unlike wills, they provide a more prominent degree of flexibility in estate structure, and they can save on probate fees and taxes. Usually, a trustee oversees and administers the trust and takes care of the...
You may think that leaving a will sorts out all your estate plans. However, that is not entirely true. For instance, your heirs may mismanage your estate, and there will be nothing to show for it within a few years. In short, a simple will exposes your estate to the...
