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What is a Codicil?
If you’ve created a will-based estate plan, you may have wondered if…
What is a Spendthrift Provision?
If you want to leave an inheritance to a loved one who…
What is a SLAT (Spousal Lifetime Access Trust)?
In 2022, the federal estate tax exemption is $12.06 million per individual…
Estate Planning After a Divorce
After a divorce, you start a fresh chapter of your life. One…
Trustor vs Trustee: What’s the Difference?
“Trustor” and “Trustee” are two similar terms you often hear in estate…
How Long Can A Trust Remain Open After Death?
One common question that trustees or trust beneficiaries may have is: How…
Can A Revocable Trust Be Changed?
As the years go by, you may wonder: Can a revocable trust…
How To Transfer Business Interests Into A Trust
After you create a trust, your next step is to transfer your…
How To Avoid An Estate Planning Scam
Scammers are notorious for targeting older adults. Lately, our office has seen…
