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
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Recent Blog Posts
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...
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...
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...
Why Create a Revocable Trust?
Revocable trusts have become a popular part of estate plans but for many the idea is still mysterious. One common misconception is that...
Our College Care Package
Do you have a student going off to college for the first time or already living away at school? If so, your child will need certain...
Do I Want a “Trust Fund Kid?”
The term trust fund kid can conjure up some undesirable images: entitlement; laziness; and pastel plaid shorts. Even though trust fund...
Fiduciaries in Estate Planning
If you are considering putting your estate plan together you may want a little background as to what role fiduciaries play. Different...
Create a Solid Foundation
Estate plans are effective when they accurately reflect your wishes based on your most current life circumstances. Too often I hear about...
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