When Should You Use A Trust? Are There Different Types of Trusts?
When would it make financial sense to place our assets in a Trust? A trust is an estate planning document...
August 21, 2014
Special Needs Trusts, Trusts
Special Needs Trusts, Trusts
What is a Special Needs Trust?
While the majority of the clients we see love their children equally and wish to treat them equally when they...
August 15, 2014
Living Trust, Trusts
Living Trust, Trusts
What is a Living Trust, and is This Something That My Elderly Parents Should Consider Setting Up?
A Living Trust is often “sold” as a device to avoid Probate. It seems that every week there is an...
August 5, 2014
Trust Administration
Trust Administration
Trust Administration – What You Need to Know BEFORE You Agree to Administer a Trust
Question: What are some of the things I should know BEFORE I agree to be the Administrator of someone's Trust? Answer: ...
September 27, 2013
Special Needs Trusts, Trusts
Special Needs Trusts, Trusts
Understanding Trusts: Common Types of Trusts and How They Work
Trusts are a common planning tool that can be used to allow one person to hold property for the benefit...
June 11, 2013
Elder Care Planning, Trusts
Elder Care Planning, Trusts
The Value Trusts in Elder Care Planning
Question: My husband and I (64 & 62 years old respectively) are currently in the process of planning for our...