Trusts

As we've made clear in prior posts, one of the primary objectives of estate planning is to ensure that as many of your hard-earned assets as possible are transferred to your loved ones upon your passing, such that that the federal government's tax interest is...

In our previous post, we started exploring how those with serious concerns about leaving anything of value to a loved one with a checkered past and/or track record of poor financial decisions might consider the creation of a spendthrift trust. To recap, a spendthrift...

When a person makes the prudent decision to execute a comprehensive estate plan, they are not only helping ensure that their tax liability will be minimized and their hard-earned assets distributed according to their exact wishes, but also that their loved ones are...

When it comes to estate planning, there are many questions to answer. For example: Is a trust the right decision for you and your family? If you decide in favor of a trust, this legal document will bring many benefits into your life. But there is one thing you need to...

It's certainly understandable why estate planning concerns might differ widely between couples just starting out on a first-time marriage and individuals who are tying the marital knot for a second or subsequent time, respectively. In the former case, planning...

Trusts -- which go by various names and are instrumental planning vehicles across a broad spectrum of concerns for millions of individuals and families across the country -- are among the most versatile and flexible tools in all of estate administration. Candidly, and...

Many would-be estate planners and individuals/families currently in the process of attending to estate administration matters know a thing or two about trusts. Not many, though, likely know the degree to which these planning instruments provide for great flexibility...