Pour-Over Will can be Extremely Valuable in your Estate Plan

This type of will can ensure that your assets go where you want them to. However, there are many misconceptions about them.

July 13, 2023

What is the Purpose of a Blind Trust?

Trusts can be used to hold assets for a beneficiary, and you may hear about them when carrying out estate planning or evaluating strategies to pass investments to heirs.

June 27, 2023

Avoid Unintended Consequences with your Planning

Although there is certainly no shortage of people with selfish or malevolent intent, a great number of estate plans that end in disaster are due to unintended consequences.

May 11, 2023

Protecting Assets with a Trust vs. LLC

To protect assets effectively, you have to store them in the right legal entity. However, that can depend on whether you’re looking to protect business assets, avoid estate taxes, or protect personal assets from legal liability while running a business.

May 10, 2023

Revocable Trusts Must Be Funded to be Effective

The primary benefits of revocable trusts only are available if a revocable trust is FUNDED during life. Unfortunately, experienced estate planning attorneys often have clients who delay the funding of their revocable trusts until it is too late and miss many of the benefits that these trusts provide.

May 3, 2023

Better to have a Revocable or an Irrevocable Trust?

Trusts are excellent vehicles for probate avoidance, ease of transition of funds to one’s beneficiaries upon death, asset protection planning and estate tax planning.

February 20, 2023