What Is a Perpetual Trust

January 31, 2020

 People use a variety of instruments in their estate plans to achieve their goals.  Each instrument has a different purpose and helps to hit your target in unique ways.  For example, a healthcare directive can provide instructions to your medical care team about what types of measures you want taken in case you are incapacitated.  […]

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Is a Special Needs Trust Right for My Estate Plan?

August 8, 2019

Creating an estate plan requires attention to detail and a thorough understanding of the repercussions of specific choices.  There are a wide variety of choices to be made when making your estate plan, including not only potential beneficiaries, but the estate planning instruments you should use to achieve your chosen goals.  A special needs trust […]

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Should I Create a Revocable Trust?

April 23, 2019

Every estate plan is unique, as the needs and goals of every individual will be different.  While most people think of the estate plan in terms of a last will and testament.  While a last will and testament is a cornerstone of a solid estate plan, other documents may also be essential to help achieve […]

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Can the Trustee Refuse to Distribute the Assets in the Trust?

February 19, 2019

Trusts are a common and very useful instrument for estate planning.  There are a myriad of different types of trusts, and each different type can be used to suit the particular needs and goals of the individual case.  All trusts do have some qualities in common, however.  All trusts will have a trustee, who is […]

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Removing a Trustee

December 18, 2018

Planning for the future of our family members and close friends is an essential reason for estate planning.  Estate planning helps us to solidify not only our own futures, but the secure futures of our loved ones.  There are a variety of planning instruments that can be employed, depending on your goals and your estate.  […]

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What is a QTIP Trust?

January 31, 2018

Married couples spend a lot of time planning for their future together.  It is an exciting time thinking forward to building toward potential opportunities to achieve goals together.  Estate planning should always be part of this planning process, including wills and trusts.  There are many different types of tools that married couples can and should […]

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Pets and Wills and Trusts

December 18, 2017

For most people with animals, these pets are thought of as members of the family.  Pets are important to their owners, and owners want to make sure that pets are always provided for, even in the event of the owner’s incapacity or death.  There are mechanisms for pet owners ensure their pet is always cared […]

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