An estate plan can help you map out your future and determine the fate of your assets. Equally as important, your plan can provide your surviving family members with guidance and comfort after your death. If you have not yet accumulated much wealth, do not have...
What is a credit shelter trust?
Credit shelter trusts are a way for assets to transfer to heirs without paying an exorbitant estate tax. Sometimes, credit shelter trusts altogether avoid tax payments. These types of trusts are also known as Bypass Trusts or AB Trusts. If you are curious about credit...
When can I set up a special needs trust?
If you are considering a trust for your special needs child, you might be wondering when you should set one up. You might be in good health and have a well-paying job, so creating a special needs trust might feel unnecessary to you. The good news is that you have a...
