What are the benefits of a Revocable Living Trust over a Will? They are many. Most of us would find plenty of benefit that would
Many of my clients have IRAs, with large accumulated balances from a lifetime of earning and careful investment. We all want to make sure that
Corporate Tax Rate Change good for the economy Well, Christmas is almost here and it is starting to look like we will all be getting
The Power of a Living Trust A Living Trust (or an Inter Vivos Trust) is a trust instrument that allows you to put your assets
Not a good idea. You should see your estate planning attorney despite the “pending” change in the Tax Code. One of the primary reasons that
It may be time to update your Estate Plan. If it’s been a while since you’ve reviewed or updated your estate plan, it might be
Sometimes, you just need to move assets and wealth out of your estate like crazy. Transferring substantial sums of money can be done, and it
If you are looking to begin an estate strategy of charitable giving, you really need to consider a Charitable Remainder Trust. They deliver several excellent
I am an estate planner, so I am following the multitude of tax reform proposals that have been flowing from politicians through the campaign and
The majority of the time a will is able to provide all that my clients need to facilitate the transfer of their assets and handle
