A/B Trusts Permit Tax Advantageous Trust Funding
When Carole and Michael created a trust for the benefit of their adult children, they…
7 years ago
Blog
Heirs Must Be Notified on Grantor’s Death of the Existence of an Irrevocable Trust
When Oliver died, at the ripe old age of 96, he left behind eight lineal…
7 years ago
Selecting a Financial Manager for the Children of Deceased Parents – Part IV
When we last heard from Jenna and Mark, they were clinging to one another, attempting…
7 years ago
Planning for the Support of Minor Children – Part III
When we last met Jenna and Mark Livingston, they were hunkered down in St. Thomas,…
7 years ago
Appointing a Guardian for Minor Children is a Difficult Decision – Part II
Perhaps the most important decision you will ever make is who will serve as guardian(s)…
7 years ago
Appointing a Guardian for Minor Children is a Difficult Decision – Part I
Jenna and Mark Livingston were living the life of Reilly. At age 30, they had…
7 years ago
Filing For Divorce Complicates Everything
After years of marital discord, John and Angie Wakefield finally decided to call it quits. …
7 years ago
Loans to Adult Children Must be Addressed in Estate Planning
Mary and Thomas Charleton had five adult children. Unfortunately, not all of them had the…
7 years ago
Choose Your Executor Wisely
Robert Manning thought long and hard about the appointment of the executor of his will.…
7 years ago
Multiple Generations Living Together and Their Estate Planning
Upon the death of their respective husbands, Sara and her daughter, Mary, decided to move…
7 years ago