There are important differences between the two types of trusts, including the amount of control you’ll have over your assets. Read more
Beneficiary
Human nature is such that we often tend to focus on the bigger and more important steps. That’s a good thing, but it doesn’t negate the need to address the secondary coordination steps. Read more
From the birth of a child to a newfound charitable drive, these are the instances in which an alteration to your estate plan is critical. Read more
You’re not too young, you do have enough assets and don’t you want to make things easier for your loved ones after you pass away? Read more
Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs. Read more
Navigating the often complex world of inherited individual retirement accounts (IRAs) can be daunting, especially in the wake of losing a loved one. Read more
Estate planning involves both trust funds and wills to help ensure the smooth transition of assets to your beneficiaries. Read more
When someone dies, one of the first questions the attorney will ask is what primary estate planning instrument the decedent had in place. Read more
Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket. Read more
