Keep up with the latest news and updates
November 20, 2014
A trust is a bucket. What on earth does that mean? Well, I could tell you that a trust is a fiduciary arrangement established by someone allowing someone else to hold assets on behalf of a beneficiary or beneficiaries. I could tell you that trusts are established for any of dozens of different reasons, and have
November 10, 2014
A Will is a legal document that details the distribution of your property (and the care of any minor children, but that’s another article). In the absence of a Will, the laws of the state you live in determine where your possessions go. In addition to the “intestacy statutes,” as they’re called, states will often
November 5, 2014
Dying without a will (which is to say dying “intestate”) means you have no say over who receives your assets. So if you want to be sure that certain personal belongings and/or specific property goes to particular person(s) after your passing, drafting a will can provide you with that peace of mind. Even if you
October 28, 2014
What is “Life Estate” on a Deed?Often, people come to me asking if it would make sense for them to “gift” their house to their children or to a spouse for planning purposes. There are times this makes sense, and times where it does not. One of the biggest concerns that my clients have either
October 19, 2014
What is a Special Needs Trust? (SNT) Last Modified Special Needs Trusts have become a common and effective planning technique for families of persons with disabilities because they enable families to secure the future long term care of their disabled loved one. Establishing a Special Needs Trust (SNT) can allow a disabled beneficiary to become
Page [tcb_pagination_current_page] of [tcb_pagination_total_pages]