PROBATE SUBMISSION
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Probate
PLANNING FOR ADULT CHILDREN
To get started, submit your information below and we will schedule a free consultation. Note: If your adult children are already out-of-state, our firm now offers electronic notarization of the Healthcare Power of Attorney and Financial Power of Attorney. The documents can be signed and notarized while the child is in their dorm room or
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QUALIFIED TERMINABLE INTEREST PROPERTY TRUST (QTIP TRUST OR MARITAL TRUST)
Why Use a Qualified Terminable Interest Property Trust (QTIP Trust)? If you created a Bypass Trust, but the assets available exceed the available estate tax credit, or if you want to provide a stream of income for the surviving spouse but not total access, a Qualified Terminable Interest Property Trust (or QTIP Trust) can be used. The
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SECURE ACT AND ESTATE PLANNING TAX LAW CHANGES FOR 2020
The Secure Act, which was made into law in late 2019 and effective for deaths after 2020, has a significant impact on estate planning and how quickly your named beneficiary will have to pay income tax on the distributions from your IRA, 401k, and any other tax-deferred retirement accounts. As you might have guessed, it will have
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30 DIFFERENT TYPES OF TRUSTS: CHOOSING THE RIGHT ONE FOR YOU
People often ask me, “Which type of trust is right for me?” The answer depends on their goals, and it typically involves more than one type of trust. What’s important to realize is that multiple trusts can exist in a single document. The value provided by an estate planning attorney is their ability to create
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