Dynasty Estate Planning

December 2, 2017
Irrevocable Family Fortress Dynasty Trust

Irrevocable Family Fortress Dynasty Trust – Legal Services

Irrevocable Family Fortress Dynasty Trust Irrevocable Family Fortress Dynasty Trust – Legal Services include establishing an an irrevocable life insurance and asset preservation trust with dynasty, gifting, and income provisions.  Such a Trust becomes valuable and important in legal planning when 1) the estate is over the estate tax threshold, 2) […]
December 2, 2017
Revocable Dynasty Trust

Revocable Living Dynasty Trust – Legal Services

Revocable Living Dynasty Trust Revocable Living Dynasty Trust – Legal Services look beyond merely avoiding probate and/or reducing estate taxes.  It is all about what your estate planning is going to do to your family or designated beneficiaries over time.  Not every family needs multi-generation planning.  However, it is often […]
September 11, 2017
Tough Decisions

Children and Money

When Should You Talk to Your Children About Money And Your Estate? Children and money are a tough blend.  One or both are at the root of either conflict or oneness in marriage. What should you tell your children about your estate? How much do you tell them about your […]
August 14, 2017
Spousal Lifetime Access Trust

Spousal Lifetime Access Trust

What is a Spousal Lifetime Access Trust (SLAT)? A SLAT is an Irrevocable Trust that: Provides specific support for a spouse for life Is excluded from the taxable estates of both spouses If everything goes as planned, ultimately passes more than the exclusion amount to the children or other designated […]