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.
What a Will Can’t Do
Wills are considered the foundation of a comprehensive estate plan, [...]
Revocable Vs. Irrevocable Trusts
A trust is a legal tool used to transfer [...]
I’ve Been Named Executor of My Loved One’s Will – Now What?
Being named the executor of a will is a big responsibility. It can be overwhelming and confusing at times, especially when that person is also dealing with the grief of losing a loved one.
Charitable Remainder Trust – Increase Income, Save Money, Benefit Charities
We have had several clients through the years who express interest in donating to a charity when they pass. While there are many ways to go about this, using a charitable remainder trust (CRT) can provide benefits to the donor during one’s life as well as accomplish a person’s final wishes.
My Child Won’t Be Able To Handle a Large Inheritance
While some people worry that their children may be too young to handle a large lump sum of money, others are concerned about leaving an inheritance to an irresponsible adult child. This is an extremely common and valid concern.
My Father Passed Away Without a Will or a Trust—Now What?
We recently had a client whose father passed away without a will or a trust. She didn’t realize that there were other ways assets could be passed on to heirs.