Attorneys Who Know.
Attorneys Who Care.
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...
Most Americans of means understand that the process of estate planning is consequential when it comes to preserving wealth and working to ensure that assets are passed on according to their wishes. These days, the focus of estate planning is no longer just on real...
Estate planning is not just about deciding who will inherit your assets—it is also about crafting knowledgeable, strategic ways to minimize your estate’s tax liabilities legally. Lawful tax avoidance allows individuals to structure their estates in ways that minimize...
A charitable remainder trust (CRT) can serve as a strategic estate planning tool that allows individuals to support charitable causes after they’ve passed away while benefitting from assets placed in a particular trust during their lifetime. It can provide tax...
There are many different estate planning strategies that can help people minimize estate taxes. Those with businesses, investment accounts and multiple real estate holdings may be at risk of costly estate taxes without proper planning. The tax mitigation strategies...