So maybe you recently became a cryptocurrency millionaire or have a successful online business -- or maybe, like me, you just have an email and social media accounts. What happens to each of these digital assets when you die? [...]
Rate Cuts, Deductions, AMT—these words are being tossed around a lot lately in the news headlines. Heated political opinions are flying back and forth claiming Trump policy will lead to tax cuts that benefit the rich or hurt the [...]
The age-old question: what happens to us when we die? I’d be lying if I said I had any sort of spiritual answer for you. I can; however, help shed some light on what happens to your worldly possessions [...]
With a growing number of trusts being created every year in the United States, the possibility that you may be named as a trustee may also be increasing. Maybe you were chosen by a sibling, a parent, a colleague [...]
I was having lunch with a client who had recently attended a funeral in Greenwich, Connecticut and had commented about how run down the facilities were. For those of you who are unfamiliar with Greenwich, it consistently shows up [...]
Overview Understanding how a trust works can help you become more comfortable using them to achieve your estate planning goals. Think of a trust as a bucket holding water (money) with a spigot that is either closed or open. [...]
Agreeing to act as trustee is a major responsibility. Attorneys, accountants, and other trusted advisors are being asked with increasing frequency to serve as trustees for their clients’ trusts. Changes in technology, trust laws, and client preferences are driving [...]
