Wills and Trusts

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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.

By |2017-11-13T04:08:42-04:00November 13th, 2017|Wills and Trusts|Comments Off on What is a Charitable Remainder Trust (CRT)?

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.

By |2017-08-30T17:13:53-04:00July 14th, 2017|Estate Planning, Wills and Trusts|Comments Off on I’ve Been Named Executor of My Loved One’s Will – Now What?

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.

By |2017-08-30T17:22:52-04:00June 19th, 2017|Estate Planning, Wills and Trusts|Comments Off on Charitable Remainder Trust – Increase Income, Save Money, Benefit Charities

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.

By |2017-08-30T17:36:16-04:00May 16th, 2017|Estate Planning, Wills and Trusts|Comments Off on My Child Won’t Be Able To Handle a Large Inheritance

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.

By |2017-08-30T17:38:24-04:00May 8th, 2017|Estate Planning, Probate, Wills and Trusts|Comments Off on My Father Passed Away Without a Will or a Trust—Now What?