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Tag Archives: living trust

You’re Appointed a Trustee- Now What?

Being a trustee comes with a lot of responsibilities. These helpful tips, along with the assistance of a living trust attorney, can help you successfully manage a trust.

Wealth Gifts to Children: How a “Crummey Trust” May be Right for You

While still alive, many parents and grandparents wish to pass their wealth on to their children or grandchildren: these gifts are also a good way to decrease a taxable estate. In 2010, you can give a child or grandchild $13,000 a year without the subsequent incurring taxes, but you may not want the child directly [...]

Estate Planning: What You Can Do Now

Some tips on how to plan your estate.