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.
Articles about Create a Trust
Plan Your Estate Properly to Avoid Disputes Between Certain Groups of People
When creating an estate plan, there are many disputes between certain groups of people that can arise if your estate plan is not created properly.
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.
Creating an Estate Plan When Your Spouse Is Not a U.S. Citizen, Consider a QDOT
Unfortunately for couples with a non-U.S. citizen spouse, the unlimited marital deduction doesn’t apply, so consider a Qualified Domestic Trust or QDOT.
I have several referrals for trust administration attorneys. Which questions to ask?
Finding the right trust administration attorney is not always a simple process. Read more here to learn about which questions to ask.
What are the advantages and disadvantages of using an irrevocable trust?
Using an irrevocable trust may sometimes be discussed. While they offer many advantages, use them cautiously since they are permanent.