trust administration

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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