Seven Questions About Loans, Gifts, and Estate Administration
Here are seven questions you should consider when talking about loans, gifts, and estate administration. Read more information here.
Articles about Create a Trust
After a Second Marriage, Update Your Estate Plan and Consider a Prenuptial Agreement
In some cases, a prenuptial agreement may be used as part of the estate plan to address some of these issues. Read more here.
President Obama Once Again Creates Uncertainty In Planning Your Estate
President Obama releases his new budget which starting in 2018 will resullt in higher estate taxes.
Seven Estate-Planning Priorities That May Change Over Time
As life carries on, our needs and priorities naturally change. We see this very clearly when it comes to estate planning.
Exercise Powers of Appointment in a Marital Deduction Trust Administration
During a trust administration, you may be called upon to serve as a successor trustee of a marital deduction trust. Read more here.
Philip Seymour Hoffman’s Will Was Outdated, Omits His Young Children
This is an example where documents created prior to children being born and not updated can lead to an estate plan that omits his young children.