Escape From a Bad Trust: 5 Strong Reasons to Decant Your Trust

By : | Category : Estate Planning | Comments Off on Escape From a Bad Trust: 5 Strong Reasons to Decant Your Trust

25th May 2016

When a bottle of wine is decanted, it’s poured from one container into another. When a trust is decanted, trust assets are poured from an old trust into a new trust with more favorable terms. Why Should a Trust Be … more

Wills Vs. Trusts: Take Control of Your Wealth Distribution!

By : | Category : Estate Planning | Comments Off on Wills Vs. Trusts: Take Control of Your Wealth Distribution!

26th Feb 2016

You work hard for your money and want to ensure that your wealth distribution goes according to your wishes upon death. Sadly, many people simply don’t understand the difference between wills and trusts and how they can affect an inheritance. … more

The Lifetime QTIP Trust: Or (How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy)

By : | Category : Estate Planning, Uncategorized | Comments Off on The Lifetime QTIP Trust: Or (How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy)

29th Jan 2016

Estate planning for couples in a second or later marriage who have disproportionate estates can be tricky.  One solution for allowing the well-to-do spouse to maintain control of their assets but keep their other half happy is the Lifetime QTIP … more

HELP! This Probate Is Taking Forever!!!

By : | Category : Estate Planning, Probate | Comments Off on HELP! This Probate Is Taking Forever!!!

15th Jan 2016

After a loved one dies, her estate must be settled. While most people want the settlement process to be done ASAP, probate can take between 18 and 24 months. Yes, you heard that right. The time delays create unnecessary stress. … more