by Christine | Feb 5, 2014 | Estate Law, Payable On Death Account, Trusts, Wills |
You might be a candidate for a trust that you never needed before. A trust is a great tool within an estate plan, one with unique goals depending upon the one making the plan. Some goals are very common, while others don't exactly follow the mainstream. A recent...
by Christine | Jan 27, 2014 | Estate Law, Pet Trust, Trusts |
"Pet trusts aren't just for the wealthy," says Frances Carlisle, a trust and estates attorney in New York. For most pet owners, she adds, the goal "is to make sure a plan exists for the care of the animal." Do you own a pet? It seems as though...
by Christine | Jan 22, 2014 | Annuity, College Planning, Estate Planning, Trusts |
People who take good care of their children take good care of their money, and people who take good care of their money take good care of their children. Money can bring about both the good and the bad, depending on how one uses it. So you can imagine how concerning...
by Christine | Dec 4, 2013 | Dynasty Trust, Estate Planning, Trusts |
In the end, the goal is to convert what is otherwise a fleeting inheritance into a perpetual wealth management opportunity for the family. This goal can only be accomplished through proper, coordinated planning. Our goal of passing along wealth to the next generation...
by Christine | Nov 7, 2013 | Estate Law, Estate Planning, Trusts |
When most people think about trust funds, they envision spoiled rich kids and wealthy families trying to dodge taxes on their piles of money. But what they might not realize is that trust funds can be an incredibly useful—even vital—tool for middle class families, as...
by Christine | Oct 31, 2013 | Estate Planning, Loans, Mortgage, Real Estate, Trustee, Trusts |
Borrowing from a trust can be an alternative to taking a jumbo mortgage, defined as above $417,000 in most markets and $625,500 in some high-price areas such as New York and San Francisco. In some cases, a trust can buy the home outright. A mortgage tends to...
