Monday, January 16, 2017

Swap (Substitution) Powers in Trusts Can Reduce Income Taxes

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Swap powers are an important but often overlooked opportunity in estate planning. Understanding what allowances swap powers provide can resu...
Monday, January 9, 2017

The Purpose of a Gun or Firearm Trust

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Americans as a whole passionately believe in gun ownership.  We express our Second Amendment right with approximately 233 million guns in p...
Tuesday, October 18, 2016

Top Reasons Everyone Needs a Comprehensive Power of Attorney

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The benefits of a highly detailed, comprehensive power of attorney are numerous. Unfortunately, many powers of attorney are more gen...
Sunday, September 13, 2015

Proper LLC Formation and Governance: Sweating the Details

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Setting up an LLC can, of course, offer many advantages. Chief among those advantages is an LLC’s flexibility. With less stringent requi...
Tuesday, October 21, 2014

Benefits of Proper Estate Planning

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What is Estate Planning? Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything yo...
Saturday, June 28, 2014

4 Reasons Why a Living Trust is Preferred over a Will

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  Posted on: June 26th, 2014 Many consumers and professionals now prefer an estate plan that uses a revocable living trust over a w...
Monday, March 31, 2014

Trust Based Estate Plans vs. Will Based Plans

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Many people now choose a revocable living trust instead of relying on a will or joint ownership in their estate planning. A living trust tha...