Search Results for: "Trust"

June 2, 2022

You Can Provide Income to Your Heirs From Charitable Trusts

A charitable trust is an irrevocable trust that provides income to heirs while benefiting you or a charity. If you are philanthropically…

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December 2, 2021

Add a Personal Property Memorandum to Your Will or Trust

When a family member has passed, the family occasionally ends up arguing over personal property. Arguments can take place over things like…

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November 18, 2021

A Guide for Understanding Irrevocable Trusts

A client asked us this interesting question: After my brother died, he left money in a revocable trust for my children –…

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October 14, 2021

Establish a Trust to Pass Wealth and Family Values on to Your Children

Parents need to instill family values at an early age to ensure the adoption of these family values. Undoubtedly the best time…

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September 2, 2021

A Guide for Understanding How Pet Trusts Work

Hotel heiress Leona Helmsley left a trust fund for her Maltese dog named “Trouble” to the tune of $12 million dollars in…

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August 10, 2021

Did You Choose More Than One Successor Trustee?

When selecting a successor trustee for a trust, it is common for the individual who creates the trust……

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June 2, 2021

The Trust Protector: Your Guardian Angel

What is a Trust Protector? Traditionally, the three roles that must be filled when setting up a trust are the settlor (also…

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Discerning Wills and Trusts

There are different benefits to using both wills and trusts for estate planning purposes. Each state has specific laws and regulations governing…

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Should You Own Your Timeshare in Your Trust?

Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early…

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March 16, 2023

A Guide to Avoiding Probate Litigation

There are many types of probate litigation, including guardianship and conservatorship disputes, will contests, conflicts over family real estate, and true intentions…

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