Jun
07
Four options for who you should name as trustee
You are thinking seriously about getting your estate planning done. You need to create a trust. You are in a quandary about who you should name as successor trustee. Read on and I will help you think through a few points about who you should name as successor trustee. What Are a Trustee’s Duties? Many […]
Read ArticleJan
31
Should You Dump Your Family’s Trust
Many revocable trusts contain by-pass planning. This type of plan captures the assets owned by, in whole or part, a deceased spouse in a trust for the survivor instead of simply giving the survivor the assets outright. One primary purpose of this type of planning is to preserve the federal and tax exemptions that would […]
Read Article