Many people come to me curious (or confused) about trusts and taxes. So this article is going to sort it out and clarify things for you....

In the first part of this series, I discussed a unique planning tool known as a Lifetime Asset Protection Trust. Here I explain the...

As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so might be one of the motivating factors driving...

In a previous article, I discussed the benefits of a unique estate planning vehicle known as a Lifetime Asset Protection Trust (LAPT). I...

Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death,...

If you created an estate plan that includes a living trust, you must review it to determine if it contains language that could create...

A home sale closing is the end of the process of buying a home. It is the point at which the seller gets paid and the buyer receives...

Three parties to a trust A trust is a legal creation set up to benefit someone or something. For example, some people set up trusts to...

Traditionally, one of the primary reasons for establishing a living trust has been to avoid probate. But there are a few more benefits of...

When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund - or trust - is...

If you have done estate planning, you will have a will or trust or both. If you have not, then when you become deceased you will have...