In 1998, Elizabeth died leaving a will that contained a trust for the benefit of her niece, Jean, for her life. Upon Jean’s death, the remaining trust assets were to pass to her other niece, Dorothy. Both Jean and Dorothy...more
During COVID, many of us are balancing working remotely while caring for our children. This autumn, most of our children are returning to part-time or all remote school. We are using our residences as a home, office, and...more
10/13/2020
/ Capital Contributions ,
Coronavirus/COVID-19 ,
Estate Planning ,
Estate Tax ,
Fair Market Value ,
Family Limited Partnerships ,
Family Members ,
Homeowners ,
Mortgages ,
Partnership Agreements ,
Property Owners ,
Revocable Trusts ,
Tax Planning ,
Trustees ,
Trusts
Many clients create an estate plan, then put the documents safely away, until they are needed. However, they have forgotten to complete one final important step. Trust funding is the most overlooked estate planning tool....more
5/12/2020
/ Asset Management ,
Beneficiaries ,
Estate Planning ,
Funding ,
Grantors ,
Probate ,
Probate Courts ,
Trust Distributions ,
Trust Funds ,
Trustees ,
Trusts