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Category: General Articles



Aug 31 2016

IRS Regulations Could Derail Estate Planning Technique

If you have an estate that is large enough to be subject to estate tax, you might want to be …

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Aug 31 2016

Have (or Buying) Property? Know How to Hold Title

When you are sitting at the desk of a title company purchasing a new home, it is an exciting time …

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May 31 2016

Marriage and Divorce Change Everything – Even Your Will!

Many people know that if they die without a Will, the state has written one for them. This is through …

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May 31 2016

No Will for Prince (Shocking), But He Needed Much More

“I can’t believe Prince didn’t have a Will!”
We hear that all the time. Consider for a moment that the …

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Apr 29 2016

What’s a Gun Trust & Do I Need One?

As you may know, a Trust has both a Settlor (or Trustor or Grantor), the person who created it; and …

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Apr 29 2016

Must-Have Document: Financial Power of Attorney

A financial power of attorney is one of the most important documents every adult should have.  It allows someone to …

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Mar 31 2016

Income Tax and Changing an Irrevocable Trust

One reason to modify an irrevocable trust is to reduce income tax.
While the income tax and estate tax are …

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Mar 31 2016

‘Irrevocable’ Doesn’t Always Mean You Can’t Change It

Back when the estate tax exemption was a mere $600,000 (1987-’97) or $1 million (2002-’03) or even $2 million (2006-’08), …

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Feb 29 2016

Revocable Trusts Avoid Probate and More

A Revocable Trust is frequently marketed as a tool to avoid probate, and indeed it certainly achieves that goal in …

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Feb 29 2016

What Trustees and PRs Get Paid for Their Work

If you serve as trustee or personal representative (aka “executor”), you are probably entitled to get paid for it. (It …

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