Posts in June, 2015

Jun 22 Why Trusts Aren't Just for Trust-Fund Babies

The term "Trust Fund Babies" conjures up what has become a stereotypical image of non-working super rich folks living large on ...

Jun 18 Business Owners: A Buy Sell Agreement Is an Important Part of Your Estate Plan

From unwanted business partners to burdensome estate taxes, the death of a business co-owner can have negative implications for ...

Jun 15 Reason Why You Should NOT Choose a Family Member as a Trustee

In the majority of cases, the purpose of a trust is the preservation of assets for future generations. Plainly speaking, trusts ...

Jun 11 7 Common Estate Planning Traps You Should Avoid

Estate tax exemptions are high enough these days that most individuals don't have to consider avoiding estate taxes as part of ...

Jun 04 After We Sign the Will, Where Should We Keep It?

After We Sign the Will, Where Should We Keep It? One question I hear from clients all the time: After we sign the Will, where ...