Feb 20, 2024 | Insights
Many married couples share almost everything, including finances. This may be reflected in their estate plan by using one joint living trust instead of two separate trusts. Separate trusts can provide greater flexibility, but a joint trust can be structured so that...
Feb 13, 2024 | Insights
You have several different options when it comes to creating the right estate plan. Some people believe that a revocable living trust is the best way to go, while others think that a last will and testament (commonly known as a will) is best under certain...
Feb 6, 2024 | Insights
It may be tempting to use an online service, or do some google research, and make a will without the help of an estate planning attorney. There are important legal and financial risks you should consider before making that decision: If you do not follow the strict...
Jan 30, 2024 | Insights
Trust protectors are commonly used in the United States. Essentially, a trust protector is someone who serves as an appointed authority over a trust that will be in effect for a long period of time. Trust protectors ensure that trustees maintain the integrity of the...
Jan 23, 2024 | Insights
Did you know that irrevocable trusts can be modified? If you did not, you are not alone. The name lends itself to that very misconception. However, the truth is that changes in laws, family, trustees, and finances can frustrate the trustmaker’s original intent when...
Jan 16, 2024 | Insights
Sharing your estate plan with your loved ones can compromise the privacy of your financial and personal information. Some people therefore prefer to keep these matters private, especially when it comes to distributions of significant amounts of money or property....
