Asset Protect Your Child's Inheritance
There is a misconception that a revocable trust protects trust assets during the lifetime of the settlor. While revocable trusts serve...
Oct 30, 2020
Is the Bypass Trust Old Technology?
Not every trust fits every situation. The interests of older folks are usually different than those of younger generations. And couples with
Apr 7, 2020
Helpful Healthcare Documents During This Crisis
As grim as it might seem, the coronavirus pandemic should remind everyone to have important healthcare documents in order and accessible...
Mar 25, 2020
TOD vs. Revocable Trust
There are ways of transferring title to your home without the use of a Revocable Trust. A Transfer on Death deed (“TOD”) allows a...
Mar 8, 2020
The Secure Act - How It Could Impact Your Estate Plan
Saving for retirement is an important part of being able to ultimately enjoy it when you get there. Fortunately, the IRS gives you some...
Mar 2, 2020