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21 09, 2019

Revocable Living Trust: What You Need to Know

By |2019-10-01T09:29:25-04:00September 21st, 2019|Estate Planning|Comments Off on Revocable Living Trust: What You Need to Know

A revocable living trust is an essential aspect of any estate plan. Also known as a living trust, it is a legal entity created to hold personal and family assets. There are two parties involved in a living trust. They are the grantor, or trustmaker, and the trustee. Often, they end up being the same person. A revocable living trust goes through three phases which are outlined here.

14 09, 2019

Estate Planning is a Women’s Issue

By |2019-10-01T09:30:13-04:00September 14th, 2019|Women's Estate Planning|Comments Off on Estate Planning is a Women’s Issue

Estate planning issues usually have a larger impact on women than men because wives tend to outlive their husbands. Women are often younger than their husbands and have a longer life expectancy. As a result, the burden of estate administration usually falls on women.

7 09, 2019

What is a Charitable Remainder Trust (CRT)?

By |2019-10-01T09:30:33-04:00September 7th, 2019|Wills and Trusts|Comments Off on What is a Charitable Remainder Trust (CRT)?

A Charitable Remainder Trust (CRT) allows a donor to transfer property to a trust, retaining the right to receive a stream of annual payments for a term chosen by the donor.

20 07, 2019

I’m Not Married and I Don’t Have Any Children – Do I Still Need an Estate Plan?

By |2019-10-01T09:33:10-04:00July 20th, 2019|Estate Planning|Comments Off on I’m Not Married and I Don’t Have Any Children – Do I Still Need an Estate Plan?

I’m not married and I don’t have any children - do I still need an estate plan? The answer is always YES!  If you have any assets at all you need an estate plan.