Advanced Estate Planning Information For Caregivers And Surviving Spouses
Only you and your spouse typically know where information about all your banking, bills, accounts, doctors, debts, etc. is located. […]
Should You Distribute Your Estate Equally Among Children In Unequal Circumstances?
Sample Case Study: Client in their mid 80’s with an estate of approximately $9,000,000. Children are three daughters in their […]
Creating a Trust for the Benefit of Children from a Second Marriage
If you are in a second marriage, did you have children from your first marriage? What happens when your spouse […]
Qualified Domestic Trusts (QDOT)
The basic idea of a Qualified Domestic Trust or QDOT (normally built into most revocable living trusts) is to avoid […]
Refinancing Your Home – The Biggest Threat to Your Living Trust
Is Your Home Properly Titled to Your Living Trust After You Refinance? For most people their most valuable asset is […]
Business Continuity Solutions In Case of Death or Incapacitation
How does your small business Corporation or LLC pass to your family members upon your death? We have come across […]
How Much Does It Cost To Set Up a Living Trust?
The most common choice you have when setting up an estate plan is the choice between a Will and a […]
Is a Living Trust a Public Record?
This seems to be a very common question. Many clients assume that they, are and ask how they are supposed […]
Are All Grantor Trusts Revocable?
Most, but not all grantor trusts are revocable, but all revocable living trusts are grantor trusts. Generally speaking, a grantor […]
Can An Irrevocable Trust Be Amended?
One of the defining features of an Irrevocable Trust is that it cannot be amended, either at it’s outset, or […]