Currently, the federal estate tax exemption is $11.58 million. This means that someone can gift this amount of money over…


Currently, the federal estate tax exemption is $11.58 million. This means that someone can gift this amount of money over…


The Family Educational Rights and Privacy Act (FERPA) (20 U.S.C. § 1232g; 34 CFR Part 99) is a Federal law…


When looking to leave behind assets to your loved ones whether that be real estate or another financial asset, establishing…


What is an Asset Protection Trust An asset protection trust is a type of trust that holds assets in order…


An estate plan allows one to transfer their assets smoothly and quickly to beneficiaries after they pass away. Furthermore, one…


Key Reasons for Creating a Trust Creating a trust offers many benefits to both you and your beneficiaries. These benefits…


Trusts are one of the most important and versatile tools in estate planning. Not only do trusts allow one to…


It is quite common that a trustee will also be a beneficiary of a trust. However, to avoid legal issues…


The upcoming presidential election could be transformative for you, your finances, and your estate plan, as a large portion of…


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