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How is a Corporate Trustee Different?

Posted on: January 17th, 2019
In its simplest terms, a trust is a legal arrangement in which a trustee holds and manages assets for the benefit of one or more beneficiaries. The trustee owns the assets, enters into contracts on behalf of the trust, manages the trust’s investments as its trustee, and follows the trust’s instructions on making distributions. A trustee can be one person, multiple people, or a company....

2018 Tax Year End; Things to Consider

Posted on: October 25th, 2018
While the end of the year is not quite here yet (but rapidly approaching), now is an opportune time to take a moment and start your year-end tax planning for 2018. This is particularly necessary this tax year because of the changes to the tax law that became effective in 2018. As a result of the significant changes in the law, your taxes may look different this year, so you should allow for some extra time in the preparation. Getting started early is even more essential if you are a business owner, have moved to another state, or plan to make charitable contributions before the year ends....

Estate Planning in 2018 things to consider

Posted on: February 1st, 2018
2017 is now fading into the rearview mirror. As we all look ahead to 2018, let’s consider a few things to watch regarding estate planning, especially with the reticently-passed Tax Cuts and Jobs Act. ...

Estate Planning (Wills and Trusts) and Disability

Posted on: August 17th, 2016
A car accident, sudden illness, workplace injury or chronic medical condition can force you to re-evaluate the core assumptions you used to plan your future and set up your estate plan....

How often do you need to update your estate plan? As often as your Resume?

Posted on: July 15th, 2016
A resume is a 'snapshot' of your experience, skill set, and education which provides prospective employers insight into who you are and how you will perform. Imagine not updating that resume for 5, 10, or even 15 years. Would it accurately reflect who you are? Would it do what you want it to do? Likely not. Estate plans are similar in that they need to be updated on a regular basis to reflect changes in your life - and to do what you want them to do. ...

The importance of funding your revocable living trust - the Michael Jackson Issue

Posted on: May 14th, 2016
While Jackson created a trust to care for his children and other family and friends, he never actually funded it. The result? Embarrassing and seemingly endless probate court battles between family members, the executors, and the IRS....
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