Search Results for: "Trusts"

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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June 23, 2022

Estate Settlement: What You Need to Know

You must consider certain criteria when you need to select an executor for your estate, or accept the responsibility yourself as a…

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June 16, 2022

Getting Your Partner to Talk About Estate Planning

Your spouse or life partner must be actively involved in your estate planning. Before meeting with an estate planning attorney, it is…

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May 19, 2022

A Lifetime Money Management System for Special Needs Children

For estate planning, special needs children present a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special…

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May 5, 2022

When Planning an Estate, Avoid These Six Mistakes

Planning your estate will protect your assets, interests, and loved ones after you pass away. Sadly, many individuals make costly mistakes without…

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April 21, 2022

Planning for the Generational Wealth Transfer

Planning ahead is important for securing a legacy that will remain for future generations. There are always generational differences of opinion as…

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March 17, 2022

Leaving an Estate to a Surviving Spouse

Following the loss of a spouse or longtime partner, it is difficult to look past your grief. However, it is crucial to…

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