» Trusts

If you have been named the trustee for a loved one’s irrevocable or testamentary trust, you may find yourself with a lot of responsibilities you were not fully prepared for. Especially when the beneficiaries are your friends and family, it can be h… Read More

A trust is designed to control the distribution of a person’s assets and properties, often while minimizing or eliminating court involvement. But sometimes a trust contest lawsuit is necessary to interpret that grantor’s wishes, or protect their… Read More

As you consider your options in creating an estate plan, you may find some terms confusing, or possibly too similar to tell apart. But understanding the differences between a revocable vs irrevocable trust can make a significant difference in your ow… Read More

When a loved one dies it can create tension among relatives and strain family relations. Often, long-held family dynamics can become exaggerated and create conflict, sometimes even resulting in court filings. Here are some tips to prevent sibling riv… Read More

Not every estate plan needs a special needs trust within it. But if your loved one depends on money from the government for their care and support, special needs trusts may be essential to protecting them after you are gone. What is a Special Needs T… Read More

You may have strong feelings about the way you want your affairs handled after your death. You may believe (rightfully) that an heir will not handle their inheritance well, or that a spouse or family member should not receive a share of your assets.… Read More

What happens to money held in trust after a person dies? Many beneficiaries know that they are entitled to trust benefits and disbursements, but they don’t always keep track of the balances on trust accounts. This can put your family’s finances a… Read More

Protecting Trust Assets and Beneficiaries When your family manages its money using a trust, your comfort and livelihoods may depend on the trustee doing their job well. Unfortunately, sometimes the people managing your money will not live up to the t… Read More