Seven Steps Before Making Discretionary Trust Distributions
It is common for a trust to grant some level of discretion to a trustee. Here is what you should know about discretionary trust distributions.
Articles about Planning
Seven Key Questions About Personal Property in a Living Trust
It is important to carefully consider the best manner in which to manage and distribute personal property within the living trust.
Selecting A Beneficiary If There is No Spouse.
Selecting an IRA beneficiary if there is no spouse can mean large tax consequences. Talk with one of our attorneys today to find out your options.
How a Second-to-Die Policy Can Give You the Liquidity You Need
When creating your second-to-die policy estate plan, it is important to consider what will happen when you die. Consider using life insurance to provide your estate with liquidity.
Why is a living trust alone not enough for a complete estate plan?
It is a common misconception that if you have a living trust alone, it is enough to satisfy all of your estate planning needs. Read More Here.
Remainder of Life Expectancy
We can help you plan so your family benefits long-term from your estate calculating the IRS remainder of life expectancy means for your beneficiaries.