
Rethinking AB-Trusts: Are They Haunting Your Estate Plans?
The once-popular AB-Trusts, a staple in estate planning when estate tax exemptions were significantly lower, might now be a ghost of financial burdens past, lurking
The once-popular AB-Trusts, a staple in estate planning when estate tax exemptions were significantly lower, might now be a ghost of financial burdens past, lurking
Estate planning often carries the weight of complex legal considerations, but at its heart, it’s a profound act of love and foresight—especially for mothers. As
Divorce and legal separation not only mark significant changes in personal relationships but also necessitate careful consideration of asset management and protection. Central to this
Introduction In today’s diverse society, the structure of the family unit often extends beyond the traditional to include what are commonly known as blended families.
ILIT Overview An Irrevocable Life Insurance Trust (ILIT) is a type of trust specifically designed to hold and own life insurance policies. Once established, the
RTOD Deeds – Revocable Transfer on Death Deeds Starting on January 1, 2016, California introduced a law allowing Revocable Transfer on Death (TOD) Deeds. These
We don’t spam! No more than five mailings per year.