Basics of Life Insurance Trusts
Trusts can be a wonderful tool for tax planning. If your death […]
Category: Estate Planning
Durable POA or a Traditional POA
A Power of Attorney (“POA”) is a very useful and inexpensive document to obtain. If you do not have a POA, in order for your spouse or loved ones to make financial decisions for you, they must institute a guardianship proceeding.
Name TOD Beneficiaries on an Account or Transfer it to a Trust
One of the most common questions I get as an estate planning […]
Reasons to Create a Will
There are many reasons to create a Will. Overall, it makes it must […]
A Guide to Trusts for Children
When clients meet with an estate planning attorney, one of the biggest […]
Supreme Court Limits States’ Ability to Tax Trust Income
On June 21, 2019, the Supreme Court unanimously agreed to limit States’ […]
Florida Electronic Wills Soon To Be Legal
According to the Wills, Trusts & Estates Prof Blog, Florida has enacted […]
Joint Trusts – A Great Planning Opportunity for Non-Traditional Couples and Blended Families
Creating an estate plan for clients who are in non-traditional relationships or […]
Estate Planning and Trusts – Should I put all my assets into a Trust?
I am happy to announce that we have completed our fourth video […]