by admin | Sep 22, 2014 | Estate Planning, Trusts
Many people understand that if a family uses a trust for estate planning, it will avoid probate, because all of the property of the plan is in a trust, in control of the Trustee at the time of death. What many people do not fully realize is the huge flexibility in...
by admin | Aug 27, 2014 | Common Mistakes, Estate Planning, Trusts
According to a CNBC Article by Kelley Holland, Robin Williams’ estate plan was much better than other actors who died without an estate plan, but it could have been more finely tuned to better serve the needs of his children. You can read the article here....
by admin | Apr 25, 2014 | Children, Trusts
The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 16 or Quinceañera cannot be found in any store. Instead, the hopes and wishes you have for your child (or grandchild’s) future can best be expressed with a gift of...
by admin | Mar 20, 2014 | Estate Planning, Trusts
Oscar-winning actor Philip Seymour Hoffman’s will has been filed for probate and provides a cautionary tale when it comes to estate planning mistakes. Here are four things he could have done to correct them: Create a Revocable Living Trust. Hoffman was a public...
by admin | Jan 8, 2014 | Family Values, Trusts
If you are fortunate enough to have a family vacation home, you know the emotional value it holds for every member of your family. Many cherished family memories are rooted in a special place, which makes it important for current and future generations to preserve it...
by admin | Nov 27, 2013 | Trusts
Do you consider trusts to be instruments of the wealthy? While it is true that many Americans of means have trusts to protect and pass their wealth, there are a number of reasons why trusts can also be useful for middle-class families. Here are 7 of them: 1. ...
