Trust Basics

Introduction to Trust Basics We find it beneficial to occasionally review the basics of trusts so our broader discussion of planning is more helpful.  There are numerous types of trusts, however all trusts share a common structure and generally share similar treatment by the law.

Estate Planning in a Post 2012 Taxpayer Relief Act Environment

For many people, the last few months of 2012 were an estate planning headache weighing the costs and benefits of gifting to children or trusts while debating whether the Federal government would increase or decrease the lifetime unified credit.  The lifetime unified credit is the...