Blog Category: Estate Planning & Administration
Charitable Trusts: How to Give to Charity and Your Family
Dec 15, 2015 | Written by: | Share
A charitable trust exists in three basic forms: a charitable lead trust, a charitable remainder trust, and a trust with a charitable beneficiary. Each trust provides for a different timing of when a...
What is a Trust? And How Can It Change My Estate Plan?
Dec 7, 2015 | Written by: | Share
In its most simplistic form, a Trust is a separate legal entity that owns assets for the benefit of another person or entity. As part of your estate plan, a properly drafted Trust is a very effective...
Your Spouse Might Not Be Your Beneficiary
Mar 31, 2015 | Written by: | Share
Getting married may change many things in your life, but it does not automatically change the beneficiary on your life insurance policy to your new spouse.