Joint Trusts

Joint Trusts – A Great Planning Opportunity for Non-Traditional Couples and Blended Families

Posted Posted in Estate Planning, New Jersey, Non-Traditional Couples, Pennsylvania, Trust Planning

Creating an estate plan for clients who are in non-traditional relationships or are part of a blended family can be very tricky. Why is Estate Planning for Non-Traditional Couples So Tricky? Let’s assume a hypothetical fact situation where you have a women (Jane) with $4M in assets.  She is a widow and has 2 children.  […]

Estate planning and trusts

Estate Planning and Trusts – Should I put all my assets into a Trust?

Posted Posted in Estate Planning, Trusts, Vacation Homes, YouTube

I am happy to announce that we have completed our fourth video on Wills, Trusts & Estates.  In this clip, Kevin A. Pollock, Esq., LLM, the head of the estate planning and estate tax department, is being interviewed by Pierson W. Backes, Esq., regarding whether you should put all of your assets into a trust.   Part […]