Lawyer's Blog - Part 5

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

On September 12, 2014 / Information, Living Trust / Leave a comment

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

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

On August 15, 2014 / Blog, estate taxes, Information / Leave a comment

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

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

Lawyer’s Blog

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

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

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

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