July 25,2017 Challenges Facing Aging Family Members As our senior population grows older, they face unique and complex challenges. Fear of losing control and doubt concerning the […] Read more
July 14,2017 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. […] Read more
July 14,2017 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 […] Read more
June 27,2017 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 […] Read more
June 13,2017 Qualified Domestic Trusts (QDOT) The basic idea of a Qualified Domestic Trust or QDOT (normally built into most revocable living trusts) is to avoid […] Read more
June 06,2017 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 […] Read more
June 01,2017 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 […] Read more
May 05,2017 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 […] Read more
May 05,2017 Is a Living Trust a Public Record? This seems to be a very common question. Â Many clients assume that they, are and ask how they are supposed […] Read more
May 05,2017 Are All Grantor Trusts Revocable? Most, but not all grantor trusts are revocable, but all revocable living trusts are grantor trusts. Â Generally speaking, a grantor […] Read more