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Category: Trust Planning



Feb 28 2017

Trusts and Insurance: Check Your Policies

When you set up a trust, you should also think about your insurance.  There’s title insurance and home owner/fire insurance …

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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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Feb 03 2015

Planning is Vital for Non-Cookiecutter Families

Estate planning is particularly important if you have what is considered a non-traditional family situation.  “Non-traditional,” though, more and more, …

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Sep 30 2013

Lurking in the Weeds: State Death Taxes Make a Major Comeback

Federal estate tax planning impacts far fewer people than it did fifteen years ago. Back then, any individual dying with …

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Jul 31 2013

Portability Is One Benefit of Marriage, But Not Every Couple Should Rely On It

In the estate planning world, there has been a lot of buzz lately about portability.  The New Year’s Day fiscal …

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Oct 17 2012

Estate Planning To-Do List

It’s National Estate Planning Awareness Week, and the folks behind it say that more than 120 million Americans don’t have …

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Feb 01 2011

No Estate Tax Worries, so Why an A-B Trust?

Many people are now thinking, My estate is far less than $5,000,000, so I do not need to worry about …

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Jul 21 2010

Let Them Fight

Over the years many of us have made the remark “they can fight over it when I’m gone”. However, what …

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May 25 2010

Proper Fiduciary Choice Can Save Your Assets – And Maybe Even Your Life

What can go wrong when you choose the wrong person to serve in a fiduciary capacity?  Or what if the …

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Apr 14 2010

Joint Accounts- Potential Pitfalls To The Convenience

Today, many people name children, siblings, and others as joint tenants on their bank accounts. When asked, most will tell …

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