Because so many things can change with time, we recommend that our clients review their estate plans every three to five years and update plans as needed. These periodic reviews help to ensure that your affairs are in order,...more
3/20/2024
/ Documentation ,
Estate Planning ,
Estate Tax ,
Fiduciary ,
Life Insurance ,
Power of Attorney ,
Probate ,
Revocable Trusts ,
Transfer on Death Deed (TOD) ,
Trustees ,
Trusts
A friend, family member, or client has just created an irrevocable trust naming you as the trustee, and you may be asking yourself, “What do I do now?”
Serving as a trustee comes with a lot of responsibility. Here are a few...more
Over the past few years, an unprecedented number of taxpayers have been taking advantage of the historically high estate, gift, and generation-skipping transfer tax (GST tax) exemptions—currently $12.92 million for 2023 or...more