trusts

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...

Why Is Joseph P. Kennedy Named in My Trust? Image
10.19.2021

Why Is Joseph P. Kennedy Named in My Trust?

Occasionally, a person who has completed an estate plan with...

Trust Funding: Is Everything Titled Correctly? Image
10.05.2021

Trust Funding: Is Everything Titled Correctly?

Working with an attorney to draft a trust agreement for esta...