November 15, 2021 •
Estate Planning 
If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before new legislation passes, you undoubtedly will receive these over the next few months.
Read MoreNovember 10, 2021 •
Estate Planning 
On the surface, the difference between revocable and irrevocable trusts couldn’t be any more straightforward. You can change your revocable trust whenever and however you choose. You can’t change your irrevocable trust at all.
Read MoreOctober 28, 2021 •
Estate Planning 
If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.
Read MoreOctober 13, 2021 •
Estate Planning ![]()
For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.
Read MoreSeptember 23, 2021 •
Estate Planning ![]()
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
Read MoreSeptember 9, 2021 •
Estate Planning ![]()
If you’re married, you may consider establishing a QTIP trust, which is short for qualified terminable interest property trust.
Read MoreAugust 13, 2021 •
Estate Planning ![]()
Trust funds are not just for the ultra-rich. These sophisticated estate-planning tools can make just as much sense for middle-class Americans who own a home and have a net worth of at least $100,000.
Read MoreJune 15, 2021 •
Estate Planning 
Americans have been living through a ‘golden age’ of estate planning, but it’s coming to an end, says one consultant to ultra-high-net-worth families and family offices.
Read MoreApril 26, 2021 •
Estate Planning ![]()
While a Last Will can help ensure that one’s wishes regarding the distribution of their estate upon death are followed, it is the living trust that allows the estate to avoid probate.
Read MoreApril 12, 2021 •
Estate Planning ![]()
Just as you have trust in a relationship, trusting your document and those with responsibilities in the trust are crucial to obtaining your objectives.
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