Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, your grandchildren and beyond. Married couples have the possibility of establishing a joint ...

Fortunately, there is a well‑established estate planning tool, the Crummey Trust, that allows clients to transfer assets to ...

When asked to speak on estate planning, I inevitably emphasize the importance of retaining skilled legal counsel. The job of the estate planning attorney is to learn about your wishes and to create ...

No two families are alike or have the same concerns about their estate planning. But many common concerns can be addressed by properly drawn relatively simple trust provisions incorporated into a ...

What will happen to your assets when you can no longer manage them? There are many opportunities when it comes to arrangements like these, and trusts are a big part of the planning process. If chosen ...

Estate planning attorneys recommend Revocable Trusts over Simple Wills. Trusts are more efficient ways to provide for your own benefit (1) in case you become incapacitated, (2) to transfer assets upon ...

When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ones. But not all trusts are created equally. Determining which estate ...

Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down with elder law attorney and former NY State legislator Ann-Margaret Carrozza ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

Estate planning for a loved one with special needs requires careful analysis and the use of specialized tools to preserve ...

Many people who look into estate planning ask, “What is the difference between wills and trusts?” While both wills and trusts ...