Notice: Due to COVID-19, we will be conducting all consultations either via video chat, phone, or email. Please don’t hesitate to call us if you have any questions!
Estate PlanninG
Schedule Appointment HABLAMOS ESPANOL 888.698.3951
Menu

Blog Posts in Trust

All Posts
  • Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts
    Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts

    The death of a loved one is one of the most difficult times in a person’s life. Nothing can truly prepare a person for such a loss. However, dealing with the financial stress of frozen bank accounts ...

    Read More
  • How to Help Your Loved Ones (and Assets) Avoid Probate
    How to Help Your Loved Ones (and Assets) Avoid Probate

    Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust avoids the public, costly and ...

    Read More
  • Introduction to Parental Protection Trusts
    Introduction to Parental Protection Trusts

    Following is information on a new estate planning tool that will address the long-term care needs and legacy planning of families. The Parental Protection Trust (PPT) allows children of elderly ...

    Read More
  • Special Needs Trust Fairness, At Last
    Special Needs Trust Fairness, At Last

    December 13, 2016 marked the end of a 23 year-long period where mentally fit individuals where barred from establishing their own special needs trusts. The Special Needs Trust Fairness Act, part of ...

    Read More