1 03, 2015

Does Your Estate Plan Protect Your Adult Beneficiaries?

2018-02-02T22:10:52-05:00March 1st, 2015|

If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous lawsuits and high divorce rates, discretionary lifetime trusts should be [...]

1 03, 2015

When is an Estate Subject to State Death Taxes?

2018-02-02T22:10:52-05:00March 1st, 2015|

In the United States, certain states collect a death tax based on the value of the deceased person’s estate and who inherits it. Which States Collect a State Death Tax? As of January 1, 2015, the following states collect a [...]

1 02, 2015

How to Choose the Right Agent for Your Incapacity Plan

2018-02-02T22:10:52-05:00February 1st, 2015|

A common misconception is that estate planning equates to death planning. But planning for what happens after you die is only one piece of the estate planning puzzle. It is just as important to make a plan for what happens [...]

1 01, 2015

How Powers of Appointment Can Improve Your Trust

2017-10-28T17:43:29-04:00January 1st, 2015|

Today many estate plans contain trusts that will continue for the benefit of a spouse’s lifetime and then for the benefit of several generations. Since these trusts are designed to span multiple decades, it is important for the trust creator [...]

1 01, 2015

3 Powers to Consider Giving to a Trust Protector

2017-10-28T16:09:37-04:00January 1st, 2015|

Today many estate plans contain irrevocable trusts that will continue for the benefit of a spouse’s lifetime and then for the benefit of several generations. Since these trusts are designed to span multiple decades, it is important that they include [...]

1 01, 2015

The Wrong Successor Trustee Can Derail Your Final Wishes

2018-02-02T22:10:53-05:00January 1st, 2015|

Today many estate plans contain irrevocable trusts that will continue for the benefit of a surviving spouse’s lifetime and then for the benefit of several generations. Since these trusts are designed to span multiple decades, it is crucial to choose [...]