Do I need a trust?
Perhaps. Whether or not you need a revocable or an irrevocable trust depends on a variety of factors including, but...
Co-Trustees and Co-Personal Representatives
Clients often face the dilemma of selecting just one Trustee or Personal Representative. Usually, this is a difficult decision because...
What is the role of a Trustee?
When selecting a Trustee or Successor Trustee, it is important to understand what the role of that individual or corporation...
Funding your Trust
Without any additional action, a Trust is simply a legal document. If there are no assets titled under the Trust,...
Charitable Gift
Tis the Season! If you are considering making a charitable gift this holiday season, you may not realize there are...
Tax Savings
Recently we have been hearing a lot about the tax savings from “Loss Harvesting”. Since the end of the year...
Legacy Letter
A helpful and thoughtful way to express your wishes and gratitude for your loved ones is by leaving a letter...
Highest Federal Income Tax Rate
Following the July 21st Tuesday Tip, at its peak, the highest federal income tax rate was 94% in 1944. #TuesdayTip...
Highest Federal Income Tax Rate
Do you know what the highest federal income tax rate was? Be sure to check back next week to see...
Guardianship
Do you have a minor child or take care of someone with special needs? Naming a guardian for them should...