April 5, 2017
Statements of Wishes

Statements of Wishes

STATEMENTS OF WISHES IDENTIFYING VALUES, CREATING INCENTIVES, ESTABLISHING POLICIES Statements of Wishes Statements of Wishes, or what is sometimes called a Letter of Wishes, have long been used in international trusts and off-shore planning.  Historically they derived from Testamentary Trusts. For decades, we have used them with inter vivos trusts or living […]
March 27, 2017

Last Will and Testament – Advantages

POUR OVER WILL A Last Will and Testament (“Will“) is one of the basic legal emergency documents needed by everyone eighteen years of age or over. It is an essential part of any estate plan.  Having a Will is part of being an adult.  It is often the source of […]
June 16, 2015
cryonic suspension trust

Cryonic Suspension Trust: The Ultimate Estate Freeze

Old Idea, New Expression Like many other cultures, the ancient Egyptians buried treasures with their dead in part so that when the dead revived, they would have the use and enjoyment of their worldly goods.  This may not have been based on the same technology as a cryonic suspension trust, but the […]