Posted on: October 11, 2023
There are many reasons, however, to incorporate asset protection trusts into even the simplest estate plan–especially in the context of passing assets to children and grandchildren.
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Posted on: July 31, 2023
Among the key benefits of having a will and estate planning lawyer is the peace of mind that comes with knowing your affairs are in order.
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Posted on: July 25, 2023
The family vacation home is often a point of pride, a place for reconnecting and making memories. A vacation home, whether it’s in the mountains, near the sea, on a lake, or on a farm, can have sentimental as much as economic value.
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Posted on: July 23, 2023
The “step-up” in basis has to do with the calculation of the capital gains on the sale of property.
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Posted on: July 19, 2023
There are some significant benefits of creating a living trust.
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Posted on: April 25, 2023
How this is handled now depends on the plans the deceased made when they were alive. For some people, that might mean probate.
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Posted on: April 6, 2023
Mistakes that are usually ugly, often costly and sometimes fatal – at least to an estate plan.
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Posted on: March 2, 2023
Created to own and control a life insurance policy or policies while the insured is alive, Irrevocable Life Insurance Trusts (ILITs) are tools that are sometimes recommended by estate and planners.
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Posted on: February 14, 2023
A Beneficiary Defective Inheritor’s Trust, also known as a ‘BDIT,’ is a specific type of estate planning trust.
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