Your trust is designed to protect your family and ensure that your financial goals are achieved when you pass away. But those goals can only be achieved if your trust is continually updated to [...]

Administrative Trust involves forms, taxes, accounting & low level details. A professional Administrative Trustee unburdens your family.

In December, I published this blog post outlining specific steps that could be taken before the end of 2017 in light of proposed tax changes. Since then, the proposed tax code has become law and [...]

Removing and replacing a trustee might seem like no big deal, but it can be serious because of the wide-ranging effects on the trust. Sometimes, for example, the person removing and replacing [...]

There are many factors that bear on the choice of trustee. The purpose of the trust; its duration; the ages, health, and circumstances of the beneficiaries; and the types of assets to be [...]

Many family trusts can be handled with family members in the role of a trustee, but alternatives to “Uncle Joe” serving as a trustee should often be explored, including using professional or [...]

Update: Now that the 2017 Tax Cuts and Jobs Act has become law, we’ve expanded upon the of Estate and Gift Tax laws for 2018 here. Congress is poised to enact a major tax law overhaul that [...]

Just like most things in life, your trust or estate plan needs a regular checkup. Giving your plan the attention it needs on a recurring basis will not only keep it up to date with your own goals [...]