trust planning

Estate Planning
Estate Planning Lessons We Can Learn from Encanto Image
05.24.2022

Estate Planning Lessons We Can Learn from Encanto

Not only is Disney’s award-winning animated film Encanto h...

Estate Planning
Silent Trusts: Could I Be the Beneficiary of a Trust and Not Know It? Image
05.03.2022

Silent Trusts: Could I Be the Beneficiary of a Trust and Not Know It?

People who have accumulated a substantial amount of wealth d...

Estate Planning
Does a Domestic Partner Have the Same Rights as a Spouse When It Comes to Estate Planning? Image
04.19.2022

Does a Domestic Partner Have the Same Rights as a Spouse When It Comes to Estate Planning?

The short answer to whether couples in a domestic partnershi...

Estate Planning
Three Steps to Take When the Deceased Has Controlled Substances Image
04.12.2022

Three Steps to Take When the Deceased Has Controlled Substances

There are so many things to think about when a loved one pas...

Estate Planning
How to Protect Yourself from Claims of Self-Dealing When Serving as a Trustee Image
03.08.2022

How to Protect Yourself from Claims of Self-Dealing When Serving as a Trustee

What Is Self-Dealing in Trust Administration? A trustee usu...

Estate Planning
Qualified Personal Residence Trust: What Is It and When Should You Consider One? Image
12.14.2021

Qualified Personal Residence Trust: What Is It and When Should You Consider One?

Americans have enjoyed historically high estate tax exemptio...