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 15, 2022 •
Estate Planning 
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
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One of the most important estate planning documents for all persons over the age of 18 to consider is a durable power of attorney.
Read MoreApril 27, 2022 •
Estate Planning 
GRATs are one type of irrevocable annuity trust used by estate planning attorneys to reduce taxes. It took a lot of hard work and dedication to acquire your wealth. You want to transfer as much of it as you can to your beneficiaries. As a result, having a large estate means you’ll have to pay quite a bit in gift and estate taxes.
Read MoreMarch 4, 2022 •
Estate Planning 
Trusts are often associated with the rich, but 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 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 MoreOctober 15, 2021 •
Estate Planning ![]()
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Read MoreSeptember 2, 2021 •
Estate Planning ![]()
In fact, many couples with no children mistakenly believe that they are less likely to need a last will and testament than couples with children.
Read MoreSeptember 1, 2021 •
Estate Planning ![]()
A trust is a legal vehicle that allows a third party, a trustee, to hold and direct assets in a trust fund on behalf of a beneficiary. A trust greatly expands your options when it comes to managing your assets, whether you're trying to shield your wealth from taxes or pass it on to your children.
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