Qualified Small Business Stock (QSBS) – A Primer
Oct 06, 2021
This is Part 1 in a series I have written on the use of QSBS in estate planning. Part 2 focuses on using non-grantor trusts to further leverage QSBS in…
How a Probate Works: Each Step Explained
Apr 01, 2021
How Probate Works If your loved one has passed away and left behind certain assets, you may or may not have to go to court in order to access or…
What is a Bypass Trust?
Nov 21, 2020
This is a part in a series of articles I have written on various types of irrevocable trusts. Understanding Bypass Trusts Prior to 2012, many married couples created joint trusts known…
What is a QTIP Trust?
Nov 21, 2020
This is a part in a series of articles I have written on various types of irrevocable trusts. It’s not the QTIP you’re thinking of! To better understand this concept, it’s…
What is an ILIT?
Nov 21, 2020
This is a part in a series of articles I have written on various types of irrevocable trusts. Irrevocable Life Insurance Trusts Why set up an irrevocable life insurance trust (ILIT)?…
Why do People Create Irrevocable Trusts?
Nov 21, 2020
What is an Irrevocable Trust? Many people often ask me, “What’s an irrevocable trust?” Or some clients come ready to ask the follow-up question, “If an irrevocable trust means I…
Prop 19 – What you need to know
Nov 21, 2020
PROP 19: REDUCE PROPERTY TAXES BEFORE FEBRUARY 16TH! Proposition 19 will affect each and every person who owns a property, whether it’s a primary residence, a vacation home, a rental property, or…
Understanding the Duties & Responsibilities of a Trustee
Aug 09, 2019
A trustee is a party responsible for the management, investment, and distribution of the property or assets within a trust. This will involve the oversight of trust administration, accounting, taxes,…
Everything You Should Know About Trusts
Mar 22, 2019
A trust, simply put, is a fiduciary arrangement intended to help you manage your wealth and assets in accordance with your wishes in the event of your death or incapacitation….
Families with Young Children: Estate Planning Considerations
Feb 11, 2019
“Our young children are our lives and our greatest blessings. They mean everything to us and everything we do is with them in mind. They are our past and future…
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