Written by attorney Henry Lively, almost 3 years ago.
I am frequently asked whether a taxpayer needs to file a tax return for their living trust. A living trust is a revocable trust that is typically formed by a husband and wife during their life time... more
Written by attorney Jeremy Wechsler, almost 3 years ago.
A revocable living trust is an estate planning tool that is considered a substitute to a will. However, unlike a will, you can use a living trust during your life to manage your affairs and... more
Written by attorney Lucreita Becude, over 3 years ago.
Wills v. Living (Revocable) Trust. What is a Will: A Will is a written document disposing of your property according to your wishes. If you should die without a Will, your estate will be disposed... more
Written by attorney David Voeller, about 1 year ago.
There are approximately 80 million gun owners in America with nearly half of all U.S. households owning at least one firearm. With over 20,000 gun related laws in the United States today, owning and... more
Written by attorney Dennis Phillips, about 1 month ago.
Probate is the legal process for marshaling the assets of a deceased person (decedent), providing notice to the decedents creditors so they can make their claims against the decedents probate estate,... more
Written by attorney Diane Gruber, 4 months ago.
Estate Planning Checklist: If you answer false to any of the following statements, you need to consult an attorney about updating your estate plan. T/F I have a Will that fully expresses my wishes.... more
Written by attorney James Hanson, 7 months ago.
Powers of Attorney are powerful tools for handling your affairs in a wide variety of circumstances. As with all tools, though, it is important to understand how the tool works and which tool to use... more
Written by attorney Jean Gillis, over 1 year ago.
The "4 Core" Legal Documents you absolutely need to think about when it comes to estate planning! Read this special report from Attorney Jean Gillis and you'll get the straight scoop on what she... more
Written by attorney Thomas Dallas, 9 months ago.
Retirement Planning: Now I am really confused. How much and how often do I need to take distributions once I reach my Required Beginning Date? Pt. 1 Let's start with how often. Once you reach your... more
Written by attorney Dennis Berry, almost 3 years ago.
A Trust is a written agreement that sets up specific rules about how property and assets that have been transferred into the Trust are to be administered and distributed. There are basically two... more
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