Disclaimer Trust vs Credit Shelter Trust
Disclaimer Trust vs. Credit Shelter Trust Married couples seeking estate planning advice are generally concerned with providing for their surviving spouse and heirs while eliminating
Disclaimer Trust vs. Credit Shelter Trust Married couples seeking estate planning advice are generally concerned with providing for their surviving spouse and heirs while eliminating

A Durable Financial Power of Attorney (DFPOA) is an estate planning document under which you name one or more persons to help you handle your financial

Transfers The estate and gift tax marital deduction is not allowed for transfers to a surviving spouse unless the surviving spouse is a U.S.citizen.

Children often have problems that must be addressed in estate planning. These problems include drug and alcohol addiction, criminal activity, and an inability to manage

Different children have different needs and different personalities. In those situations the children can be treated equally but not necessarily the same. Let’s suppose a

Parents love their children and want their children to inherit. However, many parents are concerned about their children’s spouses. Fifty percent of all marriages end

Goals When Planning for Grandchildern A grandparent-grandchild relationship is a special one. Perhaps because of the differences in age, perhaps because grandparents have already raised

Business owners require estate planning and lifetime planning as well. Choice of Business Entity The first step in starting any business is considering a proper
We are always looking for ways to improve how Attorneys practice estate planning. Our goal is to help you create documents without needing to answer
Last week we released the Practical Interview. We wanted to follow the release with a training video on how to use the Practical Interview in
Standard AB Trusts and Credit Shelter Trusts have the same purpose; they reduce federal and state taxes on married couples by removing assets from a
A trust is a key tool in estate planning that has many uses. In order to establish a viable trust, however, it must be funded.