July 22, 2022 •
Estate Planning 
Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
Read MoreJuly 12, 2022 •
Estate Planning 
Of course, just because you have a living trust doesn't mean you're all set. Here are a few of the most common mistakes people make with their living trusts.
Read MoreJune 24, 2022 •
Estate Planning 
The Treasury Department is on the cusp of changing a taxpayer-friendly regulation regarding federal estate taxes, but there’s no need to panic. As long as taxpayers can show that their gifts are truly gifts, they should not be affected by the revision.
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.
Read MoreJune 13, 2022 •
Estate Planning 
Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.
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 MoreJune 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 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 MoreMay 25, 2022 •
Estate Planning 
A pour-over will is a particular kind of will created to work with a trust, with a goal of facilitating the transfer of assets if the person creating the trust (the grantor) has not transferred all of their assets into the trust.
Read MoreApril 13, 2022 •
Estate Planning 
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
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