Is a Will or a Trust the Cornerstone of Effective Estate Planning For You? Creating a robust estate plan is essential for ensuring your assets
Estate planning is vital for people who want to make sure their assets are managed and distributed based on their wishes. Trusts play a very
What is a Revocable Trust? A revocable trust is one of the estate planning tools that can help you give directives for how you would
What is a Trust? When it comes to securing your future and protecting your hard-earned assets, establishing an irrevocable trust can be a game-changer. But
One part of creating an estate plan is to determine who will receive your assets when you pass away. A beneficiary is a person, charity,
Recently, there’s been news about how a new IRS ruling (Revenue Ruling 2023-2) in March 2023 affects the step-up in basis for certain irrevocable trusts.
There are many benefits of having a trust. When you start doing your estate planning, you need to decide whether a will, a trust, or
While estate planning has a lot of different tools and techniques to meet your needs, many people enjoy the benefits of a revocable trust (also
Many of our clients decide to take advantage of the benefits a trust offers. It’s common for the person who created the trust (grantor) to
Trusts have become a very popular estate planning tool. That means there are more and more trustees around who are now obligated to administer a
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