Trust Administration: What Now? One of the biggest myths of estate planning is the thought that an attorney is no longer needed if the decedent died with a Living Trust. It is true that settling the affairs of a loved one who created a Trust is easier and less costly than settling an estate thru […]
Improve your Income and Tax Planning with Charitable Trusts CHARITABLE RETIREMENT ARRANGEMENT (“CRA”) As a practicing estate planning attorney for over 33 years, I have noticed a huge change in a client’s mentality when it comes to estate planning and retirement planning. It used to be that most clients were concerned about having enough to leave […]
What factors would cause it to be a “nightmare” and what factors may also lead to a very simplified process? How many times have we seen advertisements of various young estate planning lawyers, who predominantly emphasize Living Trusts, refer to “the evils of probate”. I was one of those attorneys 30 years ago. Now, in […]
