August 18, 2022 •
Estate Planning One type of trust, the qualified perpetual trust, can be used to pass assets down to your beneficiaries, decade after decade.
Read MoreJune 8, 2022 •
Estate Planning Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
Read MoreMay 26, 2022 •
Estate Planning Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
Read MoreHave you thought about what will happen to your Bitcoin when you die? For many of us, the thought has at least crossed our mind.
Read MoreMarch 23, 2022 •
Estate Planning Trusts are often associated with the rich. However, the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
Read MoreFebruary 21, 2022 •
Estate Planning The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.
Read MoreJanuary 19, 2022 •
Estate Planning Revocable Living Trusts have become a widely used estate planning document, providing a path to managing assets, avoiding probate and gaining privacy at the settlement of an estate.
Read MoreJanuary 18, 2022 •
Estate Planning Lewis established an irrevocable trust, in which he named ‘his son’s spouse’ as a beneficiary. At the time Clark, the son, was married to Vivian.
Read MoreDecember 17, 2021 •
Estate Planning What happens if you are named an heir in an estate but you don’t want it? Does it go the person’s children if you reject the inheritance?
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