trusts

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...

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...

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...

Mental Health Considerations in Estate Planning Image
11.30.2021

Mental Health Considerations in Estate Planning

It is okay to not be okay. Removing the stigma of mental hea...

What Is HEMS and Why Is It Included in So Many Trusts? Image
11.11.2021

What Is HEMS and Why Is It Included in So Many Trusts?

In the world of estate planning, you may come across the acr...

Decanting: Redoing Your Loved One’s Estate Plan Image
10.26.2021

Decanting: Redoing Your Loved One’s Estate Plan

In a constantly evolving world, having the flexibility to ad...