Estate Planning

Taking the time to think about an estate plan is not something only for people who are getting older or who  might be gravely ill, it is something everyone should ...

A trustee is generally responsible for the management and distribution of trust assets.  Trustees are responsible for making investment decisions regarding trust assets and making payments to the beneficiaries according ...

A few weeks ago a rescued stray cat inherited 13 million dollars from her owner who died at age 94.  The woman had rescued the cat years earlier and the ...

Actor Tony Curtis (father of actress Jamie Lee Curtis) died last year. Just four months before he passed away he had a will drafted which stated each of his four ...

We are all accustomed to getting information through the internet. We can research virtually anyone and anything in a matter of minutes online. On top of this easy access to ...

Most people know the tragic story of Congressman Sonny Bono’s untimely death. Sonny died following a ski accident in which he hit a tree on January 5, 1998.  Sonny died ...

When we contribute money to a 529 College Savings plan for a friend or relative, we are giving them a gift. According to the current tax laws, we can give ...

An individual can give up to $13,000.00 a year in cash or assets tax free to as many people as he chooses under the current gift tax laws.  The annual ...

Trusts are not only for people who own businesses, or significant real property and complicated stock portfolios. Trusts have many uses and can be a smart estate planning tool for ...