Trusts

Value Drive Estate Planning

My approach to recommending estate planning solutions is to consider all the options available to accomplish the client’s objectives. Next, I balance the cost and complexity of more involved strategies against the risk of simpler approaches. The...

Read more

Powerball Winner

In the days leading to the $1.6 billion Powerball jackpot many of my clients advised me that they would be retaining me once they had the winning numbers. None of them called as winners, but it is encouraging to know my clients realize that huge...

Read more

Forms of Bequests

The decision to make a bequest from a will or trust can be done in many ways: Outright to the person Uniform gift to minors account Trust for the child until the child reaches a certain age (often 25) Trust for all of your children until the...

Read more

Trust Taxes

In August I attended an Advanced Estate Planning Conference put on by the American Institute of Certified Public Accountants. You may wonder why an attorney would spend three days listening to speakers talk about taxes. The reason is that taxes...

Read more

Contact Us Today