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Inheritance

3 Decidedly Dumb Ways to Leave an Inheritance for Your Children

Posted on: May 1st, 2017
The following ill-advised estate planning strategies can cause confusion, or even cost your children some or all of their inheritance....

3 Reasons You Want to Avoid Probate

Posted on: October 15th, 2016
Here are 3 key reasons why you want to avoid probate if at all possible....

Estate Tax Planning

Posted on: October 1st, 2016
Unless you have a comprehensive estate plan, taxes may slip in when you’re least expecting it....

Surprise! You Can’t Easily Disinherit Your Spouse in the U.S.

Posted on: October 1st, 2015
Believe it or not, in the U.S. it isn’t easy to disinherit your spouse. But the same is not true for other family members....

Decanting: How to Fix a Trust That Isn’t Getting Better With Age

Posted on: September 1st, 2015
While many wines get better with age, the same cannot be said for some irrevocable trusts. Maybe you're the beneficiary of a trust created by your great grandfather seventy years ago that no longer makes sense. Or maybe you created an irrevocable trust twenty years ago that doesn't work as it should. Is there any way to fix an irrevocable trust that has turned from a fine wine into vinegar? You may be surprised to learn that under certain circumstances the answer is yes, by 'decanting' the old broken trust into a brand new one....

Dispelling the Top 3 Estate Planning Myths

Posted on: July 1st, 2015
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it's needed....

How to Easily Integrate Asset Protection Trusts into Your Estate Plan

Posted on: April 15th, 2015
Asset protection has become a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for your use and benefit as well as for the use and benefit of your family....
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