Search Results for: "Trusts"

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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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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June 2, 2021

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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January 6, 2022

Tips on Preparing an Estate Plan For a Blended Family

Inheritance distributions in blended families can be inequitable resulting in hurt feelings and possibly lengthy court battles. While you cannot legislate from…

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December 30, 2021

Things to Know About Estate Planning

The law describes estate planning as a legal document summarizing the property a person owns and how to distribute these assets when…

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November 25, 2021

What Is Covered in a Will?

The legally binding directive declaring who will receive your assets upon death is called a will, and a will is an important…

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November 11, 2021

How Do I Know if I Need Probate?

Probate is the legal process by which the estate is authenticated and the deceased’s assets are distributed to the beneficiaries. Whether or…

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October 18, 2021

Estate Planning Awareness Week: Don’t Fall Victim To These Common Myths

This week is Estate Planning Awareness Week. …

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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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July 15, 2021

Planning to Receive an Inheritance

When we think of estate planning, we often think about preparing our accounts……

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