» Trusts

If you are making or updating an estate plan, you may be wondering if a living trust should be a part of it. You may be under the impression that trusts are complicated or only for the wealthy. In reality, trusts offer a host of benefits, and you don… Read More

With the death of a loved one, normal routines and patterns can be thrown into disarray. That is why we encourage our clients to create an estate plan: so that in the days following a death, a trusted person can manage the assets of the deceased (dec… Read More

From the perspective of the person creating a trust (called the settlor or grantor), a trust may have many advantages: probate avoidance, the ability to exert control over assets left to children and grandchildren, and the security of the knowledge t… Read More

One of the most common questions I am asked by a new client in an initial estate interview is “Do I need a trust?” The following are circumstances where a trust might be necessary or helpful to your asset planning: Tax Planning A trust ma… Read More