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

Estate planning and trusts

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 […]

Perfect Time to do Estate Planning for that Vacation Home


Sometimes in a bad economy, opportunities present themselves. One great planning opportunity that currently makes a lot of sense is a special trust known as a QPRT (Qualified Personal Residence Trust). A QPRT is great way to pass on wealth to your heirs in a tax efficient manner and without affecting your more liquid assets. […]