When holding title to any asset on behalf of multiple trusts or entities, having a nominee or agent on behalf of the entities can be more convenient. The nominee trust is a tool that meets this [...]

A Protection Plan at Borchers Trust Law is centered around a living trust instrument and includes some pretty cool provisions for your future needs. Beyond the basic documentation that every [...]

If your estate planning goals include saving estate taxes and seriously protecting assets, chances are you will need to consider one or more irrevocable trusts in your estate plan. The spousal [...]

Significant legislation concerning the treatment of retirement accounts called the SECURE Act became law on January 1, 2020. Among other effects, this eliminates the lifetime stretch for [...]

Retirement plan trusts (RPTs) are standalone, revocable trust arrangements whereby the retirement accounts (traditional and Roth IRAs, 401(k), 403(b), and other “qualified” plans) received by a [...]

Every year a dozen clients (or more) talk to us about their decision to make Florida their primary residence, or on the other hand, about coming back to the northeast after they’ve resided in Florida.

Tim witnessed giving in a new way this year. He was entrusted to decide how to give away an entire estate to charity; this was his mission as trustee. What a joyful experience he found this to [...]