Attorneys Who Know.
Attorneys Who Care.
A person who drafts a trust (a grantor) can specify under which conditions assets should be distributed to a beneficiary. Regardless of the conditions you want to include in your trust, you should ensure it remains lawful and not contrary to public policy, according...
Estate planning means more than just dividing assets among family. You can also use it to support causes you love while cutting your tax bill. You might think that being able to help others is enough to convince you, but there is another reason you should consider...
For many people, a revocable living trust is the cornerstone of their estate plan. By placing titled high-value assets like homes and other real estate in a revocable living trust, you can avoid the need for them to go through probate after you’re gone. The same can...
People who have high-value estates often want to find options for getting as much of their assets as possible to their beneficiaries. There are many ways to preserve assets to make that happen. One of these is through gifting, but there are specific considerations...
If you are setting up a trust, one of the most important decisions you will make is who to name as your trustee. A trustee is the person or institution responsible for managing the assets you place in the trust and following the instructions you outline in the trust...
If you opt to draft a trust when estate planning, you need to be adequately informed. One of the things to understand is the difference between a revocable and an irrevocable trust. Which one should you use? Here is what you need to know: Their main difference The...
If you are age 65 or older, there is a reasonable probability that you will need some skilled nursing care. It can be short-term while you’re receiving rehabilitation after surgery or a stroke. It could also be a more permanent placement so that you can receive...
If you’re like many parents of young adult children, one of your goals in estate planning is protecting their eventual inheritances from divorce. You don’t want to see any part of your wealth go to someone who is leaving the family – perhaps under negative...
A trustee plays a pivotal role in safeguarding living trust assets, ensuring compliance with legal requirements and executing the grantor’s wishes. Selecting the right person for this role is essential for everyone, especially for those with high-value assets. Many...
Financial accounts can contribute substantially to the overall value of an estate. Retirement savings, investment accounts and other financial resources can represent a significant portion of an individual's wealth. Those resources can cause family disputes, increase...