Last Updated on February 28, 2023 by Tresi Weeks
Last Updated on February 28, 2023 by Tresi Weeks A sole benefit trust is a helpful estate planning tool if your family has cross-generational support needs. Read on to find…
Last Updated on February 28, 2023 by Tresi Weeks
Last Updated on February 28, 2023 by Tresi Weeks People with special needs require specific accommodations such as wheelchair-friendly buildings, doctors with empathy, and a professional to handle their special…
Last Updated on February 28, 2023 by Tresi Weeks
Last Updated on February 28, 2023 by Tresi Weeks The guardianship of an adult, in which a judge appoints an individual to make choices for a person over 18, is…
Last Updated on February 28, 2023 by Tresi Weeks
Last Updated on February 28, 2023 by Tresi Weeks Serving as a trustee of a special needs trust can be a time-consuming and complicated job, which is why trustees are…
Last Updated on March 14, 2023 by Tresi Weeks
Last Updated on March 14, 2023 by Tresi Weeks A charitable lead annuity trust (CLAT) is an estate planning tool whereby a person (grantor) creates a trust that initially benefits…
Last Updated on March 14, 2023 by Tresi Weeks
Last Updated on March 14, 2023 by Tresi Weeks “Decedent” is a legal term related to estate planning and one that refers to a person who has died with unsatisfied…
Last Updated on March 14, 2023 by Tresi Weeks
Last Updated on March 14, 2023 by Tresi Weeks There are various benefits to creating a testamentary trust. This article discusses the benefits of adding one to your estate plan….
Last Updated on March 14, 2023 by Tresi Weeks
Last Updated on March 14, 2023 by Tresi Weeks Recent news stories may have made you aware of the “step-up in basis” and the current administration’s desire to eliminate or…
