Trusts

As you create an estate plan, you'll spend a lot of time thinking about what will happen to your loved ones after you are gone. For many people, this also means their pets. There are many ways to ensure that your pets are cared for after your death, with these three...

A growing number of people are creating trusts, as opposed to relying on simple wills. While there are many benefits of moving in this direction, you need to answer this question: What will happen with your trust once you pass on? This is when the trust administration...

When creating an estate plan, it's imperative to understand the finer details of each strategy. Although you may not use every tactic available to you, it's a good idea to consider each and every one. An irrevocable trust is something that is often overlooked. There...

As you go through the process of creating an estate plan, it's imperative to consider each and every strategy that is available to you. This is the only way to ensure that you are 100 percent comfortable with your situation. Many people have come to find that a...

There are many benefits to establishing a trust. As you go through the process of creating an estate plan, it's imperative to learn more about each type of trust. This includes those that are often overlooked. There are many reasons to use a trust, including the...

A growing number of people are creating a trust, as opposed to a will, as they consider what's best for them from an estate planning perspective. While this is a great idea on many fronts, it's important to note that trust administration laws are extremely complex....

While some people strongly believe that a will is the only estate planning document they need, others have come to find that a trust has just as much to offer. With this document, you're able to better manage your property while you are living. Furthermore, and just...

In our last post, we discussed how pet owners who consider their dogs, cats or other creatures to be members of the family naturally want to do everything in their power to ensure that they receive the necessary love and care, especially in the event of their sudden...

If you were to ask a random sampling of pet owners as to whether they consider their dogs, cats or other creatures with which they share their homes to be part of the family, chances are very good the majority of these pet owners would answer a resounding "yes."...

In our last post, we spent some time discussing how those who enable their loved ones to inherit valuable assets upon their passing -- real estate, stocks, etc. -- will ensure that they secure what is known as a step-up in basis, meaning an avenue through which to...