Estate Planning
When was the last time you reviewed your revocable family trust?
If you are like many of our clients, you may have executed your trust a couple of decades ago and left it to collect dust
October 21, 2022
If you are like many of our clients, you may have executed your trust a couple of decades ago and left it to collect dust
If you and your spouse created a trust prior to 2010, it is quite possible that your trust no longer accomplishes what you intended it
A fiduciary is a person who is entrusted to take action on behalf of another person or entity and is legally obligated to act in
Every person has a credit against payment of estate and gift taxes of $12,060,000 in 2022. Spouses each have the credit and thus can together pass
Being named as an Executor in a decedent’s Last Will and Testament imposes significant responsibility on a person. The Executor, or other court appointed Personal
The manner in which we hold title to assets may have various positive and negative effects depending upon the asset, our domestic status and the
When a Settlor of a Trust (also known as the Grantor) passes away and there is no Surviving Settlor, the Successor Trustee is tasked with
A conservatorship is an ongoing legal matter where a judge appoints a person (the “conservator”) to oversee the care of another (the “conservatee”) when it
Sometimes people make mistakes in managing trust assets and fail to properly fund their trusts by transferring title of their assets to it. If an
Consider giving a gift that will make your graduate’s life a little bit easier as they enter their next chapter of their life! Powers of
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