Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust.... [Read more...]
What Does It Mean to Be a Trustee?
Although once used almost exclusively by wealthy families, trusts are now commonly found in the... [Read more...]
5 Things that Should Be Found in Any Estate Plan
Until you sit down to work on your plan most of the components of an... [Read more...]
Why You May Wish to Reconsider Putting Your Home in Your Child’s Name
If you own real property, and you want to keep that property out of probate... [Read more...]
Can I Refuse the Job of Trustee?
Did you recently learn that someone named you as the Trustee of a trust they... [Read more...]
Roth IRAs Can Be a Great Planning Strategy: Advanced
This is the second in a two-part series on Roth IRAs. The first part reviewed... [Read more...]
It’s Important to Have a Coordinated Estate Plan
There are many parts to an Estate Plan. The Revocable Trust is just one part.... [Read more...]
Revocable Trusts Are Not Always Treated the Same as an Individual
A revocable trust is treated the same as the individual for most purposes. But for... [Read more...]
Roth IRAs Can Be a Great Planning Strategy: Basics
Roth IRAs can be a great planning strategy. They can save taxes and help in... [Read more...]
Trust Distribution Standards May Be Very Broad
Trustee distribution standards could be very broad. “Health, education, maintenance, and support” is such a... [Read more...]
Do All Assets Go through Probate?
Most people become involved in the probate of an estate at some point during their... [Read more...]
Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
The Heckerling conference, the largest conference for Estate Planning in the country, occurred recently. Many... [Read more...]
