June 1, 2022 •
Estate Planning 
Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.
Read MoreMay 31, 2022 •
Estate Planning 
Which tax-free transactions will trigger an estate tax, if the taxpayer dies after the higher exemption amount sunsets?
Read MoreApril 19, 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 MoreMarch 8, 2022 •
Estate Planning 
For couples who face depleting their own assets, using a Medicaid-compliant annuity could be a way to preserve assets and still qualify for Medicaid.
Read MoreFebruary 28, 2022 •
Estate Planning 
If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
Read MoreDecember 14, 2021 •
Estate Planning 
Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust?
Read MoreSeptember 14, 2021 •
Estate Planning ![]()
A credit shelter trust is used to help married couples with significant assets pass their estates after their deaths to children or other beneficiaries without incurring estate taxes.
Read MoreAugust 30, 2021 •
Estate Planning ![]()
Increasingly, financial advisors are working with clients from nontraditional families, which can sometimes require different or additional strategies to protect their assets and achieve their financial goals.
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 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.
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