Living Trust-Centered Planning Strategies
Strategies for Everyone What are some basic estate planning strategies that should always be addressed? No two individuals will have the very same estate plan. But there are strategies that…
Estate Planning Strategies for Unmarried Couples
· What special challenges do unmarried couples have in planning their estates? The unlimited marital deduction applies only to couples deemed married under state law, making it harder to eliminate…
Planning For A Family Trust
Planning for a Spouse · Am I required by the laws of my state to leave a portion of my assets to my spouse? The inheritance and succession statutes of…
Trustee Ownership & The Revocable Living Trust
What is meant by “trustee ownership”? The form of property ownership most rapidly expanding in the estate planning field is that of trustee ownership. By establishing a revocable living trust,…
Joint Revocable Living Trust
· What is a joint revocable living trust? A joint revocable living trust is a single trust created by a married couple that addresses each spouse’s wishes as to his…
The Revocable Living Trust
What Is a Revocable Living Trust? “The revocable living trust is established by a written agreement or declaration that appoints a trustee to manage and administer the property of the…
Creating a Revocable Living Trust
These are some general considerations for creating a revocable living trust · Should we discuss our estate plan with our children? This is a very delicate decision that will depend on…
The Need For Proper Estate Planning
· What happens if I do no estate planning? All of us have planned our estates, whether we know it or not. If you do not have a will or…
