Most of my married clients come to our first meeting with an idea of what they want to happen with their assets when they die, i.e., when they are gone everything goes equally to their kids, or fifty percent to charities and fifty percent to the kids. This is an important part of the planning […]
More and more people are dying with a Trust in place, often naming a family member or friend as the Successor Trustee. If you’re thinking, “I’m named a trustee, but what does that mean?” you’re not alone. Most people in this role have no idea what their “fiduciary duties” consist of. This article will help […]
The answer to this question will depend largely on the age and experience of your Estate Planning lawyer. During the first 20 years of my career, my top three benefits of a Revocable Living Trust would have been “avoid Probate,” “avoid Probate,” and “avoid Probate.” Now, finishing up the second 20 years of my career, […]
After 33 years of Estate Planning, there remains as much uncertainty today as there has ever been over the future of the Estate Tax and the implications for a spousal trust. With the recent election under our belt, we are certainly on the heels of a major Tax Act that will decrease the Estate Tax […]
