Estate Planning

Blog Posts in May, 2015

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  • Inter vivos trust vs. Testamentary trust
    Inter vivos trust vs. Testamentary trust

    We often hear the terms “inter vivos trust” and “testamentary trust”. What exactly do these terms mean? The inter vivos trust is established and made effective during a grantor’s lifetime. The inter ...

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  • Three Lessons Business Owners and Others Can Learn From the Estate Planning Mistakes of Farmers and Ranchers
    Three Lessons Business Owners and Others Can Learn From the Estate Planning Mistakes of Farmers and Ranchers

    Three Lessons Business Owners and Others Can Learn From the Estate Planning Mistakes of Farmers and Ranchers Volume 9, Issue 5 From Ivette Santaella Law Office of Ivette M. Santaella 231 Market Place ...

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  • Inherited IRAs Can Be Accessed by Creditors
    Inherited IRAs Can Be Accessed by Creditors

    The U.S. Supreme Court decision in Clark v. Rameker, 573 U.S._____ (2014) unanimously held that retirement funds that the original plan holder bequeaths to a beneficiary is not considered “retirement ...

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