Estate planning is an essential part of financial management that often gets overlooked until it’s too late. It is a comprehensive process that involves planning
This blog post discusses the use of Lifetime Income/Power of Appointment Trusts in estate planning, especially in light of potential reductions in the estate tax
Introduction to Trusts A trust is a legal arrangement where one party, known as the settlor, transfers assets to a second party, the trustee. The
Google is a great help in finding professionals, but sometimes using the wrong search terms can lead you down the garden path. We explain what
Disinheriting someone is a serious decision and should not be taken lightly. It is advisable to consult with an attorney to ensure that you are
Portability has been available since 2011. In estate planning, the concept of portability refers to the ability of a surviving spouse to use the unused
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