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What Can I Not Do as Trustmaker and Trustee of a Revocable Living Trust?

What Can I Not Do as Trustmaker and Trustee of a Revocable Living Trust?

Jun 25, 2024 | Insights

Wills and living trusts are two of the most fundamental estate planning documents. While both accomplish the same primary objective in an estate plan of directing the distributions of your money and property to your desired beneficiaries after you pass away, a...
Examples of When an Irrevocable Trust Can-and Should-Be Modified

Examples of When an Irrevocable Trust Can-and Should-Be Modified

Jan 23, 2024 | Insights

Did you know that irrevocable trusts can be modified? If you did not, you are not alone. The name lends itself to that very misconception. However, the truth is that changes in laws, family, trustees, and finances can frustrate the trustmaker’s original intent when...

What is a Non-Grantor Trust?

Sep 21, 2022 | Video

https://youtu.be/wMGc0VFW63Y

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