» Estate Planning

Special Needs Trusts

Estate planning is a daunting challenge in families. It is even harder for families of a loved one with a disability. Arranging for a trust, trustee and trustee bond may be useful—and reassuring. Establish a Trust The National Law Review also recom… Read More
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Categories: Trusts

Estate Planning Strategies to Consider in an Election Year

With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislation that could adversely impact their estates. Currently, the federal estate and gift tax exemption i… Read More
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Categories: Estate Planning

How Trusts Can be Beneficial for Different Classes of People

Different classes of people may desire a trust for different reasons entirely. The purpose of this blog is to quickly summarize why someone in your particular place in life may desire a trust. Single People Anyone who is single and has assets titled… Read More
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Categories: Estate Planning, Trusts

Will vs Trust

I am often asked by clients should I get a will or a revocable living trust. For many people a will accomplishes everything they need. But for other people the benefits and flexibility that come with having a revocable living trust makes it a better… Read More
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