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Category Archives: Trusts

Estate Planning: What You Can Do Now

Some tips on how to plan your estate.

Good News for Estate Planning

Declining interest rates may not be good for potential buyers of bank Certificates of Deposit, but they are good news for various estate planning strategies.
I will address a few areas and techniques where low interest rates can have a very positive impact on the estate planning process:

Qualified Personal Residence Trust (QPRT) - A QPRT is [...]

How a Living Trust protects the Grantor in the event of incapacity

Revocable Living Trusts have become popular for probate avoidance and maintaining private information about assets and loved ones.  In addition to these two very important features, many people may not fully understand the living trusts protective power in the event the grantor, the one who establishes the trust, becomes unwilling or unable to manage the [...]