A successful estate plan should consider the trusted individuals you will appoint to manage your financial and health care needs when you are unable to during your life and who will oversee the distribution of your estate after your death. During this video, a brief...
A Qualified Personal Residence Trust (QPRT) is an attractive estate planning tool for individuals whose asset base exceeds the amount that can be protected by available estate tax exemptions. It allows for a deferred gift of a residence to beneficiaries of your...
Many people think of their estate plan as only including their “will,” but a successful estate plan considers each of the following core legal documents: (i) a Will; (ii) a Revocable Trust; (iii) a Power of Attorney; and (iv) an Advance Medical Directive. Each...
When creating a trust, you should consider the roles and responsibilities of the Trustee and who would be appropriate to serve as Trustee. The Trustee is held to a high fiduciary standard and serves in (i) an administrative capacity by balancing checkbooks and paying...
We are a team made up of over two-dozen highly skilled attorneys, paralegals, fiduciary accountants and other business operations professionals serving as trusted counsel for our clients. From business-succession planning to philanthropic arrangements to trust and...
