Category: Trusts

Blended Families Face Critical Legal Issues When a Family Member Passes Away

Our families change over time. Children and grandchildren are born. Some people get a divorce and remarry. Bank accounts are opened and closed. Real estate is bought and sold. People change jobs and roll over their retirement accounts. For all of these reasons, it is important to establish an estate plan so the family’s assets… Continued

A Trust Gives You Control: The Key Players in a Trust

Trusts are created to manage assets during life, transfer assets at death, and to control bequeaths to heirs so as to protect inheritances. The main word is control. Trusts allow a person to control his/her assets. If this is one of your estate planning goals, it’s time to consult with us. There are different types… Continued