Blog Articles

Here are four types of estate situations that could call for professional legal help.

Investors use irrevocable trusts to protect their assets from creditors, lawsuits and estate taxes. However, when you sell a home in an irrevocable trust, that can complicate your tax situation.

As many family caregivers know all too well, caring for an elderly loved one can overwhelm you quickly.

We all want to protect vulnerable people from harm. However, taking away all their rights usually isn’t the place to start. Instead, there are several less severe options that could be the right way to go.

Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.

Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.

So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?

A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.

No matter what industry you might be in, what your long-term goals might be, or how your business is structured, you know that you need to be planning for the future.

Claiming Social Security before full retirement age (FRA) has consequences–namely, that you’ll get stuck with a lower monthly benefit for life.