Estate Planning Terms of Art
Estate planning—it is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On...
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Real Support Advisors TM
Holding Title to Real Property
Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or...
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Spousal Lifetime Access Trusts – the “Living Bypass Trust”
It’s Time to Consider Gifting to a SLAT Estate Tax Exemption in 2020 is $11,580,000 In 2020, a married...
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How to Choose a Trustee
How to Choose a Trustee When you establish a trust, you name someone to be the trustee. A trustee...
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Did You Choose More Than One Successor Trustee
When selecting a successor trustee for a trust, it is common for the individual who creates the trust (the...
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What You Should Know about Life Insurance
LiPart of protecting your loved ones when you pass away is making sure that you have a proper estate...
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Untangling Tangled Titles: Homeownership, Property Deeds, and Estate Planning
Do you really own the home you live in? If you are currently living in a property that you...
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Are Family Limited Partnerships Under Attack?
A popular estate planning tool that has long been used effectively may be facing new challenges under the current...
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What Happens to Your Social Media Accounts at Your Death?
According to Statista, more than 295 million people in the United States use social media.[1] If you are an avid...
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QTIP Trust – Will My Spouse Get What They Need?
What is a QTIP trust? A qualified terminable interest property (QTIP) trust is an estate planning tool that married...
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