5 Uncommon Trusts Demystified
You’ve probably heard of a trust before, but what about a semi-secret trust? Have you heard of a Totten trust? How about a rabbi trust? This article is an examination of five trust types you probably aren’t familiar with. Join us for an explanation of secret and semi-secret trusts, then keep on reading as we […]
Do You Have the Essentials? 5 Estate Planning Documents
It is generally best to break complex responsibilities down to their simplest components. For example, how do you restore a car? As the song says, “one piece at a time.” This principle applies equally to estate planning, so let’s look at the five fundamental planning documents that can form the basis of our estate plans. […]
Domestic Trusts – Are You “Qualified?”
One great reason to work with an estate planning attorney is our ability to tailor an estate plan to your needs. Estate planning lawyers will work with you and your family in order to create the best system to meet your goals. With this in mind, let’s take a look at one device an estate […]
IRAs and Inheritances
How did the SECURE Act change regulations around IRAs (Individual Retirement Accounts)? In this article we will give you a broad look at IRAs, as well as an explanation of some of the changes made by the SECURE Act. Read on for more! Traditional Individual Retirement Accounts The defining feature of a traditional IRA is […]
You Should Use a Living Trust If… (5 reasons)
When should you use a trust instead of a will? Let’s examine the objectives we can address if you utilize the right trust as the centerpiece of your estate plan! 1) You Value Your Privacy We’re all safety-conscious when it comes to financial information. There are many reasons we don’t want the entire world to […]
Don’t Let the State Plan Your Estate!
Some people think that the government will take care of everything if they die without an estate plan. Many of these individuals intend to make some type of strategy at some nebulous point in the future, but they keep pushing it off because there isn’t a feeling of immediacy. After all, it doesn’t have to […]
Why Use a Trust?
Most people think of a will as the “right” estate planning document. After all, we’re all familiar with wills. They appear in movies, television shows, and even novels. You may have one yourself. It has been our experience that people are less familiar with trusts. Who uses a trust for estate planning? What does a […]
Five Top Tips – Estate Planning
You’re here for some info on estate planning, right? You’ve come to the right place! This is one in a series of posts that we’re publishing to help inform people about estate planning. This piece is centered around five estate planning tips that will help give you a better feel for the process. Read on […]