Let’s discuss Spousal Lifetime Access Trusts, otherwise known as SLATs. Establishing one can be complex and designing one to meet your particular needs will most certainly require an estate planning expert, but doing so could be quite beneficial for your financial...
Too often, people believe their wills will solely determine who receives their assets. While this is true for “probate assets,” which are assets that are usually owned solely in a person’s name, it is not the case for multiple non-probate assets, which are assets that...
Like other types of trusts, a Special Needs Trust (SNT) is a legal arrangement between a person or financial institution, known as the trustee, that manages or holds the assets of another – the beneficiary. A Special Needs Trust is unique in that it retains the...
As you consider developing an estate plan, whether your goal is to provide for your family, protect assets, prepare for end-of-life decisions or, perhaps, some combination of all these, there are a number of steps to consider. Of course, it is always advisable to...
Although the public perception of trusts is often as only for the wealthy, trusts can help many people achieve diverse financial goals. To better understand why you might want to incorporate a trust into your estate planning, you need to know what a trust is and the...
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