Estate Planning as a Career

You are a busy professional or business executive who must serve his clients or build his business. However, you also have a family and significant personal assets that require your attention. How can you find the time to both grow your business and ensure that your assets are not devoured by estate taxes upon your death? Selecting an experienced trust and estate planning attorney is critical.

Federal and State estate taxes can erode as much as 70 percent of your estat (more…)

Many varieties of trusts exist and it is important to understand how each may affect your desired goals.

The basic will: This document is simple and basic. It generally provides everything be transferred from one spouse to another in the event of death. This is often referred to as a “sweetheart will”

The pour over will: This will is used in conjunction with a “living trust.” This allows for any specific asset not mentioned in the will to “pour over” i (more…)

There are folks who are willing to sell a living trust to anything that moves. They frequently claim that everybody needs a living trust or two. Well, almost everybody. At the other extreme, there are those claiming that (almost) nobody needs living trusts.

No wonder many of you are confused. So, do you really need a living trust?

A living trust is just one of many different tools in financial and estate planning. But, living trusts can help you achieve goals not po (more…)