Month: September 2021

People create estate plans to help protect their assets and to ensure that they are distributed according to their wishes, even after they pass away. Estates are, however, still subject to taxes, which can leave heirs and beneficiaries with much less than they anticipated. Fortunately, there are a few different strategies that testators and trustors […]

Often, in an effort to avoid the probate process and potential will contest, individuals establish trusts, where a third party, or trustee, is authorized to hold assets on behalf of a beneficiary. In most cases, the person creating the trust will remain in control of the assets in that trust until he or she becomes […]