The Estate of The Union Season 4|Episode 8 is out now!
The Estate of The Union Season 4|Episode 8 is out now! Choosing the right trustee is one of the single most critical planning decisions you
December 3, 2025
Bypass Trust is a pivotal Estate Planning Tool
If you’re considering a bypass trust as part of your estate plan, consulting with an experienced estate planning attorney is essential. They can help you understand if a bypass trust is the right option for your situation and guide you through the process of setting one up.
February 28, 2024
What Type of Trust is best for You?
While a simple living revocable trust often meets the needs of many individuals, some require more specialized trusts to achieve their goals.
September 19, 2023
Bypass Trust gives Flexibility in managing Taxes
The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago—as well as the scheduled 50% reduction in the size of the federal estate tax exemption four years from now—has resulted in a renewed interest in estate planning for IRA and 401(k) accounts owned by married couples.
March 14, 2022