Search Results for: "Trusts"

July 13, 2023

Exploring the Benefits of Living Trusts for Seniors

Unfortunately, seniors are highly vulnerable to financial abuse and scams, often falling victim to exploitation by both strangers and, distressingly, even their…

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June 22, 2023

How to Give Your Pet the Best Life Possible with Pet Trusts

Pets provide much joy and comfort to their owners. Your pets are probably be considered valuable members of your family. Since you…

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June 1, 2023

Understanding Grantor-Retained Income Trusts

Many people seek strategies for wealth transfer and estate planning that preserve their assets and allow them to reap financial benefits while…

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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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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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July 5, 2024

9 (Potential) Problems with Your Trust

All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your current…

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March 28, 2024

Do You Need a Trust?: Estate Planning Q&A

According to the 2023 Wills and Estate Planning Survey by Caring.com, only 34 percent of Americans have an estate plan. The primary reasons respondents…

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February 15, 2024

3 Common Probate Questions: Estate Planning Basics

When people pass away, they leave behind assets, property, and possessions that can have sentimental and real value for surviving family members…

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