by Christine | Jan 8, 2016 | Estate Planning, Trustee |
Selecting the right trustee to execute your plans is just about the most critical decisions you can make—maybe even as important as the terms of the trust itself. Incorporating trusts in your estate planning provides more options for you and your heirs. But the same...
by Christine | Jul 15, 2015 | Elder Law, Estate Planning, Estates, Trustee, Trusts |
Many people set up trusts to help provide for loved ones and favorite causes after they pass away. A trust can help manage the wealth you wish to transfer and ensures the efficient distribution of assets—such as property or a sum of money—over a set period of time....
by Christine | May 4, 2015 | Asset Protection, Assets, Elder Law, Estate Planning, Estates, Living Trust, Probate, Trustee, Wills |
If a Loved One or you have an estate plan, or even part of one, then some team members already are on board via the planning process and likely are actively serving or are nominated in the documents. They can have roles in the testamentary will, trusts, business...
by Christine | Jul 29, 2014 | Beneficiary, Trustee, Trusts |
Today’s low interest rates create special problems for those focused on income, including retirees and the income beneficiaries of trusts. Prolonged periods of low interest rates can result in low trust income, creating conflict among beneficiaries. Many trusts are...
by Christine | Jun 12, 2014 | Estate Law, Estate Planning, Trustee, Trusts |
Here are three factors that your clients should consider when making this important decision. How do you make sure you leave the trust in the right hands? Picking a trustee can be a very difficult task. It is not the same as crafting words to paper – ink is cheap in a...
by Christine | May 30, 2014 | Estate Law, Individual Retirement Accounts (IRA), Inherited IRAs, Trustee, Trusts |
Worried about your adult children blowing through their inheritance? Two strategies can help holders of individual retirement accounts curb an heir’s impulse to “cash out.” You may have many assets to leave behind for your heirs. However, an IRA is unique enough to be...
