Although a Last Will and Testament remains the most common method of distributing estate assets after death, many people choose to use a trust in lieu of, or in addition to, a Will to protect and eventually distribute assets. When a trust is used, the Settlor (creator) of the trust must appoint … [Read more...]
Trust Creation Tips for the Beginner
While a Last Will and Testament remains the most utilized of all estate planning tools, a trust agreement is not far behind in terms of popularity. One reason trusts are such a common addition to the average estate plan is that a trust agreement can help you realize a broad range of estate planning … [Read more...]
Common FAQs Surrounding AB Trusts
Due to recent changes in federal and state law over the past few years, many families are wondering if there is still a need for complicated tax-avoidance trusts. Traditionally, an AB trust was created by married couples for the purpose of minimizing estate taxes, but increased exemptions, large … [Read more...]
The Role of a Trustee
Although once used almost exclusively by wealthy families as a way to pass down the family wealth without incurring taxes, trusts are now frequently included in the average person’s estate plan. Trusts come in a variety of types which is one reason for their popularity. One thing that all … [Read more...]
Living Trust Attorneys Answer Beneficiary Questions
The use of a trust has become more common in the estate plans of the average person as either a secondary estate planning tool or as the primary estate distribution method. Consequently, there is an increasing likelihood that you will be one of the named beneficiaries of a trust agreement at … [Read more...]
Trust Administration Tips
Although a Last Will and Testament remains the most common estate planning tool, trusts have steadily increased in popularity over the last several decades. It is now very common to find a trust in the average estate plan. There are numerous types of trusts that help achieve a wide variety of … [Read more...]
Pitfalls to Avoid during Trust Administration
Were you recently informed that a family member or close friend named you as the Trustee of a trust? If so, and this is the first time you have served in the role of Trustee, you may be understandably concerned about fulfilling your duties and responsibilities as Trustee without making a costly … [Read more...]
Trust Attorneys Explain Top Uses for a Trust
If you are in the process of creating an estate plan, or you intend to create your plan in the near future, it is important to be familiar with the various estate planning tools and strategies available to help further your plan goals. A revocable living trust is one of the most commonly used … [Read more...]
Phoenix Trust Attorneys Explain Trust Administration
A well thought out estate plan will typically include more than just a Last Will and Testament. Although every estate plan is as unique as the individual who created the plan, a common addition found in many plans is a trust agreement. Trusts are frequently used in estate planning because of … [Read more...]
The Importance of Selecting the Right Trustee
Proper estate planning typically includes a number of different estate planning tools and strategies. One of the most commonly used estate planning tools is a trust agreement, often referred to as a revocable living trust. A trust is a private document that allows you to direct how your assets … [Read more...]
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