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Lawyer’s Blog

Living Trust: Provide Divorce Protection to Your Client’s Kids

On September 12, 2014   /   Information, Living Trust   /   Leave a comment
Living Trust: Provide Divorce Protection to Your Client’s Kids

What is the definition of a living trust? A property interest created during a person’s life that allows easy transfer of assets without going through the process of probate. A living trust is an agreement where the trustee holds the legal possession of a fund or assets

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Think Your Client is Exempt from the Federal Estate Tax? Perhaps Not

On August 15, 2014   /   Blog, estate taxes, Information   /   Leave a comment
Think Your Client is Exempt from the Federal Estate Tax? Perhaps Not

By Gary Waitzman In my experience, none of my clients think of themselves as “rich.” In fact, they might tell you the opposite because they each “know a guy worth twice as much as me. Now, he’s rich!” The trap in this way of thinking is that

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Beyond Taxes — Basic Reasons Why Clients Should Consider a Living Trust

On April 28, 2014   /   Information   /   Leave a comment

The Revocable Living Trust (RLT) is arguably the simplest and most powerful estate planning tool for wealth protection. All too often, advisors only consider the RLT as a tool to lessen a client’s federal estate tax burden. But an RLT can do so much more than address

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