What Goes in the Bucket? (i.e. What Can I Use to Fund My Trust?)
Aside from an individual’s Last Will and Testament, a trust is probably the most popular estate planning tool. Trusts, which come in…
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Planning With a Baby on Board
The birth or adoption of a new child is a frenzied and joyous time in the parents’ lives. Understandably, estate planning is…
Wait, I Did What?!?! Are You Second-Guessing Your ILIT?
Many Americans let out a sigh of relief when the American Taxpayer Relief Act of 2012 was finally signed into law. The…
Pass on the Bypass? Is a Bypass Trust Necessary?
Many people wonder whether bypass trusts are still necessary for asset protection. Even after the 2013 unified credit changes have been implemented…
Make Sure Your “S” Is Covered: Estate Planning Considerations for S Corporations
It is important for those who hold shares in an S Corporation to carefully plan for the distribution of those shares. The…
When You Aren’t Sure Where to Start: Having an Estate Planning Discussion with an Elderly Parent
A majority of adults find it difficult to discuss financial issues with their aging family members. Although these are often difficult and…
Don’t Keep it a Secret! – The Truth About Estate Planning Conversations
Recently, BMO Management conducted a survey concerning communication of estate plans. Although 90% of American adults surveyed stated that estate planning is…
How’s This for GRAT-itude? – Basics of the GRAT
As a recent article explains, a Grantor Retained Annuity Trust (“GRAT”) is a great estate-planning tool for high-net-worth individuals. This type of…
When You Lose Trust in the Trustee: How A Beneficiary Can Enforce A Trust
As a recent article explains, sometimes trustees do not do what they are supposed to. Sometimes trustees make mistakes in carrying out…
Even the Wiseguys: Gandolfini’s Disastrous Estate Plan
After “Sopranos” actor James Gandolfini’s unexpected death at the age of 51, a recent article has described his estate plan as disastrous.…
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