Life Insurance Trust
Currently, the federal estate tax exemption is $11.58 million. This means that someone can gift this amount of money over…
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Generation Skipping Trust
Currently, the federal estate tax exemption is $11.58 million. This means that someone can gift this amount of money over…
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The Family Educational Rights and Privacy Act (FERPA)
The Family Educational Rights and Privacy Act (FERPA) (20 U.S.C. § 1232g; 34 CFR Part 99) is a Federal law…
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Spendthrift Trust
When looking to leave behind assets to your loved ones whether that be real estate or another financial asset, establishing…
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Asset Protection Trust
What is an Asset Protection Trust An asset protection trust is a type of trust that holds assets in order…
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Types of Trusts
An estate plan allows one to transfer their assets smoothly and quickly to beneficiaries after they pass away. Furthermore, one…
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Creating a Trust
Key Reasons for Creating a Trust Creating a trust offers many benefits to both you and your beneficiaries. These benefits…
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Common Issues with Trust Administration
Trusts are one of the most important and versatile tools in estate planning. Not only do trusts allow one to…
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Can a Trustee be a Beneficiary
It is quite common that a trustee will also be a beneficiary of a trust. However, to avoid legal issues…
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How The 2020 Election Could Affect You & Your Estate Plan
The upcoming presidential election could be transformative for you, your finances, and your estate plan, as a large portion of…
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