In recent years, more of our clients have been asking us to incorporate lifetime trusts into their estate plan for their beneficiaries. The purpose of this article is to provide some of the benefits and downsides of lifetime trusts to enable you to make an informed and educated decision about utilizing a lifetime trust as […]
Utilizing a Lifetime Trust as Part of Your Estate Plan Read More »
Summer vacations are a cherished time for families to come together, unwind, and create lasting memories. It’s also an opportune moment to have important conversations, such as discussing estate planning. While the topic may not be as exciting as planning activities or exploring new destinations, it’s a crucial discussion that can provide peace of mind
Summer Vacations are a Perfect Time to Talk to Your Family About Estate Planning Read More »
A Primer on Fiduciary Income Tax. This is one of the most common questions we receive and particularly so as we approach the heart of tax season. The answer is the classic lawyer response, “it depends.” After someone passes away, property is inherited in different ways and how the property is transferred (the ownership chain)
