So Many Trusts, So Little Time!
Trusts are a time-tested pragmatic tool to help individuals and couples achieve specific goals, whether they are related to transferri... Read More »
Author Archives: Admin
Tags: Asset Protection, Credit Shelter Trust, Estate Planning, Estate Planning Lawyer, Estate Tax, Family Trust, Inheritance, Irrevocable Trust, Living Trust, Probate, Probate Attorney, Probate Court, Qualified Personal Residence Trust (QPRT), Qualified Terminable Interest Property (QTIP), Revocable Trust, Special Needs Trust, Tax Planning, Testamentary Trust, Trusts, Trusts and Estates
No Comments
Estate Planning for Millennials
Estate planning may sound like something that only fabulously wealthy people need to do, but nothing could be further from the truth. If you a... Read More »
Tags: 401k, Beneficiaries, Estate Planning, Estate Planning Lawyer, Guardianship, Health Care Directive, IRA, Pension, Power of Attorney, Probate, TOD (Transfer on Death), Trusts and Estates, Wills
No Comments
Before You Say “I Do,” Do This
People are happy to spend hours and often, incomprehensible sums of money planning weddings, but when it comes to financial planning, they ar... Read More »
Tags: Asset Protection, Estate Planning Lawyer, Tax Planning, Trusts and Estates
No Comments