Category: Trusts

There are a multitude of different instruments to help us achieve our financial goals.  When planning for our own futures, we can create trusts, utilize different business structures, and transfer assets to our friends and families to help us reach our objectives. …

Estate planning requires a high degree of precision and understanding of a multitude of technical requirements and rules.  Trusts are no exception to this, and each different type of trust often has its own set of rules.  Two fundamental issues that must…

What you may have planned for your trust, may be thwarted, if someone uses “excessive influence” to change your estate plan, trusts or estates, by law referred to an influence that is uhdue. Estate plans are the best way to help secure…

Estate planning, and even trust basics can look very different depending on the needs of your family and what you have planned for the future.  A Last Will and Testament, a living will, or a power attorney can all be a part…