May 3, 2011Trusts Income Generating Trusts – How is the Income Taxed? Question: When a trust is established and the assets in the trust generate income, how is this income taxed? Answer: ...
April 27, 2011Estate Planning Where to Keep Your Important Legal Documents Question: For how long and where should I keep all my original legal documents, including my original will? I’ve heard...
March 15, 2011Uncategorized Revocable Trust – What They Are and How They Work A revocable trust is one type of trust. In general, trusts present many planning opportunities. The hallmark of a revocable...
March 11, 2011Asset Protection, Asset Protection Trust, Short QA Using a Trust to Protect a Home When in a Nursing Home If my mother, a widow in her 80s, sets up an irrevocable trust to protect her house, then needs nursing...
February 26, 2011Estate Planning Do Estate Planning Documents Need to be Re-Executed After Moving States? Question: My parents had their wills, POA, Health Care POA, and trust set up in Missouri. They have since moved...
February 25, 2011Trusts, Wills Trust and Pourover estate plan Created in Florida from New York? With very few exceptions, a Will or a trust that is valid in the State in which it is created...