Trusts

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 1, 2024

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…

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November 30, 2023

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,…

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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 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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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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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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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 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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