Planned Gifting | The Pollock Firm LLC

Planned Gifting

Planned gifting is an expansive term used to cover the many estate planning techniques that a high net worth person can engage in to transfer wealth […]

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Trust Planning The Pollock Firm LLC

Trust Planning

There are thousands of different trusts and a trust for almost every type of need. Often times, four or five types of […]

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Revocable Living Trusts | The Pollock Firm LLC

Revocable Living Trusts

A Revocable Living Trust, in general, describes any trust that is created by a person for that person’s own benefit while he […]

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Philanthropic Planning

Philanthropic Planning

Clients are often interested in making gifts to charities. Philanthropic planning is the use of advanced estate planning techniques to get more […]

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Medical Powers of Attorney

Medical Powers of Attorney

Health Care Powers of Attorney and Medical Powers of Attorney Regardless of your wealth, everyone needs a Health Care Power of Attorney […]

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Last Will and Testament The Pollock Firm LLC

Last Will and Testament

Not everyone needs a fancy or expensive Last Will and Testament; it really depends upon your wealth and the complexity of your […]

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IRA Stretch Trust

IRA Stretch Trust

The owner of an Individual Retirement Account (IRA) is entitled to name a beneficiary who will receive the account upon the death […]

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Guardianships

Guardianships

If a person is not competent to make his or her own decisions, and that person has not made a Power of Attorney, […]

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