The Importance of Funding Your Trust

> It is important to revisit your estate plan from time to time to ensure that it accurately reflects your wishes for your family and assets.   > An unfunded Trust fails to take advantage of one of the greatest benefits of a Trust…the avoidance of probate.  ...

David Bowie’s $100 Million Estate

> While estate taxes cannot always be avoided, they can be minimized through proper planning. > Privacy and probate avoidance can benefit estates of all sizes, not just celebrity estates. > If specific funeral wishes are important, they should be clearly...

Spectrum of Withdrawal Limitations

> Trusts allow for withdrawal limitations ranging from common to creative. > Overly-specific requirements may burden the family and trustee and be struck down if they violate public policy. > Understanding and anticipating the practical administration of the...

The Empty Trust

POWER POINTS + The end of the year presents a great opportunity to review your estate plan, your newly acquired assets and the funding of your Trust. + An unfunded Trust fails to take advantage of one of the greatest benefits of a Trust…the avoidance of probate. +...

Your Estate Planning Goals

POWER POINTS + Estate planning is about much more than just who will receive your assets after death. + Proper estate planning can reduce the cost, time and likelihood of conflict when your assets are to be transferred to your loved ones. + Planning for specific...