Should My Regular Checking Account Be In My Trust?
If you have a living trust, one of your most important steps in making sure your plan works correctly when it is needed is to have all of your assets…
DetailsIf you have a living trust, one of your most important steps in making sure your plan works correctly when it is needed is to have all of your assets…
DetailsWhy Do You Need A Protector In A Trust Have you heard the term “trust protector”? Perhaps you have never heard this or maybe you are researching this because someone…
DetailsAccording to a Pew study of American families, children living in two-parent homes are more likely than not to grow up in a house where both parents work. Recent figures…
DetailsOne Of The Greatest Things You Can Do For The People You Love Is To Get Your Trust & Estate Plan Correctly Done. Besides making the grieving process more about…
DetailsYou Discover Your Spouse Has A Serious Chronic Illness & After Recovering From The Shock, You Begin Thinking Of Your Future & Your Documents The only thing you have is…
DetailsDid You Know That The Majority Of People Who Inherit A Retirement Plan Liquidate The Assets Immediately? It’s true. It is estimated that as many as 80 percent want access…
DetailsFrom one year to the next, what happens to the estate tax threshold, which is set today at $5.49 million per person, is anybody’s guess. And under the new president…
DetailsMoving trust from one state to another? Do you need it? The short (and correct) answer, is maybe. Only a qualified estate planning attorney in your new state can tell…
DetailsDeciding How Long To Keep Tax Records & Which To Shred Can Be A Bit Of A Guessing Game Some keep every single piece of paper or file in the…
DetailsOne Way To Lower Your Tax Bill For 2016 Is To Accelerate Deductions Before December 31 Contributing to your favorite cause when it is a 501 (c) 3, is a…
Details