Blog
The Lifetime QTIP Trust: Or (How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy)
If you are remarried or soon to be remarried (or know someone who is), then you should read this blog post. You should pay special attention if you are remarried to a person who has less assets than you. You will learn about a commonly used technique that can save you...
Surprise! You Can’t Easily Disinherit Your Spouse in the U.S.
It is not easy to disinherit your spouse in the United States. People commonly use their estate plans to disinherit brothers, sisters, nieces, nephews, and even their very own children and grandchildren. However, in Florida, and the majority of states and the District...
Decanting: How to Fix a Trust That Isn’t Getting Better With Age
Though it is common for many wines to improve as they age, the same is not true for some irrevocable trusts. Perhaps you are the beneficiary of a trust created by your great grandfather sixty years ago that no longer makes sense. Or maybe you created an irrevocable...
What’s Hot in Estate Planning Right Now May Surprise You
Estate Planning has truly evolved over the past two decades. This blog post will provide some insight as to what is behind this Estate Planning Evolution. Gone is the uncertainty about federal estate taxes and the absolute requirement for married couples to use...
Aging.gov: A New Resource for Older Americans and Their Families
Share this blog post with all of your loved ones (and check out the website). More than 10,000 people turn 65 in the U.S. every day according to Aging.gov (http://www.hhs.gov/aging/), a new website recently launched by the Obama administration. The goal of this...
How to Easily Integrate Asset Protection Trusts into Your Estate Plan
Asset-protection-centered planning is not for everyone, however, asset protection has become a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for your use and benefit as well as for the use and...
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