Articles
Are AB Trusts Still Necessary?
If you’ve reached this area of our website, you either know you have an AB Trust or aren’t sure. Either way, you’re here to get the answer on whether or not an AB Trust is right for you. The good news…
Trust Administration Memorandum
The average person has had little experience dealing with trusts and often has many questions upon becoming a trustee for the first time. The purpose of this memo is to try to anticipate your questions by providing…
Company Succession – Where is Your Company’s Future?
How will the transfer of your company be handled if there is a death, divorce, or retirement in the future? Closely-held companies (family-owned) should ensure that they have clearly identified not...
What is an Estate?
As simple as this question appears, and as intuitive as your answer may be, take heed - because "estate" means different things to different controlling entities. Take for example, Probate Estate,...
Revocable Living Trusts, what are they?
They are estate planning documents that give you much more flexibility than a Will. They avoid the Probate process, saving considerable money and time, while providing privacy.