Retirement Plan Trust Planning your retirement? Wondering how to make the most of your retirement savings while safeguarding the interests of your heirs? Introducing the Retirement Plan Trust, a powerful instrument tailor-made for those who want to combine the...
Trust Administration
Here are the articles on Trust Administration
Making the Most of Your Estate with Irrevocable Income-Only Trusts
Having Your Cake and Eating It Too Recently a healthy single woman came to my office with the following demand: “Protect my money in case I ever enter a nursing home, make sure my children do not pay any capital gains tax on the appreciation of the assets, and protect...
Qualified Personal Residence Trust or Personal Residence Trust: Which Is Right For You?
Estate planning can be a daunting process for anyone, but it's especially important to consider when dealing with personal residence trusts. Whether you choose a Qualified Personal Residence Trust (QPRT) or a Personal Residence Trust (PRT), there are both pros and...
Filing as a Surviving Spouse: 5 things you need to know
About 1.5 million Americans become widows and widowers in a normal year, but the pandemic has boosted that significantly. The National Center for Family and Marriage Research at Bowling Green State University estimates that about 380,000 of more than 700,000 people in the U.S. who have died from Covid were married.
Medicaid and the Primary Residence
The Problem: Will I Lose My Home If Nursing Home Care Is Ever Needed? What is the best way to protect your primary residence from Medicaid if nursing home care is ever needed? Many senior citizens are concerned with the thought “what will happen to my primary...