Your Trust May Need a Trust Protector

Many people are aware of the potential benefits of creating a trust instrument as part of your estate planning arsenal. A variety of trust tools, both revocable and irrevocable, are available to help you protect the financial interests of your loved ones, avoid probate, take advantage of favorable tax laws, and more. A basic trust […]

Cohabiting In Lieu of Marriage May Affect Your Estate Plan

Americans over 60 are increasingly choosing to live with a romantic partner in lieu of marriage. According to the 2008-2010 American Community Survey conducted by the United States Census Bureau, approximately 1.2 million Americans over the age of 60 are single and cohabiting with a partner. That number is about 14 percent higher than reported […]

Using an Irrevocable Trust to Accomplish Your Gift-Giving Goals

As 2012 draws to a close, many people are opting to use the current gift tax exemption of $5.12 million for individuals and $10.24 million for couples to provide loved ones and other heirs with a portion of their inheritance tax-free. To utilize the higher gift tax exemption before it expires at the end of […]

Your Estate Plan Should Include Much More Than a Will

The question of who will inherit your money or property when you die is an important one. Too often, individuals who seek to plan their estate believe that merely writing a will is enough to ensure their end of life wishes are followed. Although creating your will is a significant first step in the estate […]

Considering Some Tough Estate Planning Questions

Facing your own mortality can be difficult and creating a thorough estate plan normally requires answering some tough questions. Many individuals do not wish to think about their own unexpected incapacitation, end of life provisions, and a host of other subjects that make many people squirm. Still, considering some of the following issues can provide […]