Trusts
How to Avoid Problems as a Trustee
Being a trustee is a big responsibility and if you don’t perform your duties properly, you could be personally liable. That’s why…
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…
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…
Modifying an Irrevocable Trust Through Trust Decanting
A trust is a legal document that you can set up to give assets to someone else. Trusts can be revocable or…
What Is a Gun Trust?: Estate Planning Q&A
According to Pew Research, 30 percent of adults in the United States report owning a firearm. Gun sales have risen in recent years,…
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…
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…
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…
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…
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…