Be Careful Not to Name Minors as Your Beneficiaries
Most people want to pass their assets to their children or grandchildren, but naming a minor as a...
Why Everyone Should Have an Estate Plan
Do you have a will? A durable power of attorney? A health care proxy? If not, why not? Failure t...
What Is a Directed Trust and What Are Its Benefits?
Directed trusts can be a useful estate planning tool, allowing you to place your family’s asset...
Why an Irrevocable Trust May Be Superior to Gifting
Parents and other family members who want to pass on assets during their lifetimes may be tempted...
Senators Propose Sweeping Changes to the Taxation of Estates and Inherited Gains
Vermont senator Bernie Sanders has introduced legislation that would require more estates to pay ...
Estate Planning Review Guide
Estate Planning is a complex process that involves much more than simply signing documents. A succes...
Using Irrevocable Trusts for Medicaid Planning
Should irrevocable trusts be used in Medicaid planning? Certainly, gifting of assets can be done out...
Testamentary Trust Planning: When Beneficiary Designations Alone Are Insufficient
In many cases, beneficiary designations can be used as a simple method for avoiding probate without ...
Rights of a Surviving Spouse to a Decedent’s Estate
It is important for married couples to understand their rights to a deceased spouse’s estate. This...
Misconceptions About Trust Planning
A Trust is often a foreign and intimidating concept for non-Attorneys. Depending on what may have be...
