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Blog Posts in August, 2023

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  • Should the Trustee of My Trust Be Different during My Incapacity Than at My Death?
    Should the Trustee of My Trust Be Different during My Incapacity Than at My Death?

    When you create a trust, choosing a trustee is one of the most important decisions you will make. If you create a revocable living trust—that is, a trust that you establish during your lifetime and ...

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  • What Happens When You Die Without a Will?
    What Happens When You Die Without a Will?

    About two out of three Americans will die without a will. This is known as dying intestate. While the reasons for not having a will vary, the end result is the same for everyone: they do not get to ...

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  • How to Handle Utilities, Services, and Digital Accounts After a Loved One’s Passing
    How to Handle Utilities, Services, and Digital Accounts After a Loved One’s Passing

    A loved one’s passing is challenging on many different levels. In addition to the emotional difficulty of processing someone’s death, there are also the many tasks that must be dealt with, such as ...

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  • Maximizing Wealth Sharing: Tax-Efficient Trust Strategies for High Net Worth Individuals
    Maximizing Wealth Sharing: Tax-Efficient Trust Strategies for High Net Worth Individuals

    A benefit of working hard is sharing the fruits of your labor with your loved ones. However, gift or estate tax consequences may impact high net worth clients when they share their wealth. By crafting ...

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