More and more, Americans are choosing to be cared for and are dying in their... [Read more...]
How to Choose the Right Trustee
You spend a lot of time making key decisions pertaining to your trust. Some issues... [Read more...]
Beneficiary Designations and Other Non-Probate Transfers
Many of us are surprised that our assets may not go to those named in... [Read more...]
Planning for the Sandwich Generation
The Sandwich Generation is torn between caretaking responsibilities for their minor children and their elderly... [Read more...]
Selecting an Agent
Choosing the right Agent under a Power of Attorney is one of the most important... [Read more...]
The Basics: “HIPAA” Powers
This is the second in a three-part series of articles on Powers of Attorney. The... [Read more...]
Removing Life Insurance Without Triggering the Transfer for Value Rule
Life insurance is included in the taxable estate typically. A trust is a great way... [Read more...]
Removing Life Insurance from the Taxable Estate
Life insurance is included in the taxable estate typically. A trust is a great way... [Read more...]
The Basics: Financial Power of Attorney
Powers of Attorney are part of even the simplest estate plan. A Power of Attorney... [Read more...]
Modifying an Irrevocable Trust
Irrevocable trusts often can be modified. They can be modified under the Uniform Trust Code... [Read more...]
What Are 529 Plans and What Are Their Advantages?
What are 529 plans? Can they be held in trusts? Read on to learn more... [Read more...]
Grantor Trusts Provide Flexibility and Ease
A trust may be taxed as either a grantor trust or a nongrantor trust. Each... [Read more...]