Before deciding to modify a trust, it is important to consider the tax implications of such action. Modifying a trust could adversely affect income, gift, estate, and/or generation-skipping transfer taxes. Trusts generally are
Revocable Trust
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A will or trust contest can derail your final wishes, quickly deplete your estate's assets, and create huge rifts among your loved ones. However, a properly prepared estate plan can help your family
If you think you only need to create discretionary lifetime trusts for young, troubled, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous lawsuits and high divorce rates,
You found the love of your life, built a life together and have probably weathered your fair share of storms that have made you even stronger. Life without each other is inconceivable, but
Many of our clients ask us this question. Read on for information to help figure out whether you need a trust and, if so, what kind fits your specific situation. The following information
The following question came from a client: When my brother passed away, he left money in a revocable trust for my children, but they could only get that money if they visited with
Over the past ten years, Individual Retirement Accounts (IRAs) have become the primary tool for many people to manage their individual wealth. Because of the amount of money put into these accounts and
