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) […]
January 29, 2016
Dynasty Estate Planning vs Estate Planning

Dynasty Estate Planning vs. Estate Planning

Typical estate planning focuses on avoiding the problems that arise at the point of death. Dynasty Estate Planning focuses on avoiding the problems that arise next, after avoiding probate and estate taxes. There are seven hallmarks of a Dynasty Estate Plan.
January 6, 2016
the last will and testament

Last Will and Testament Gone Wrong Comedy

Will Your Last Will and Testament be a Blessing or a Curse? This Last Will and Testament may be a joke, but it is no joking matter when poorly thought out estate planning results in family conflict.  The ugliest and most expensive litigation is between family members over the division of […]
June 22, 2015

The Jurisdiction Independent Trust

Where Should You Set Up Your Trust? Where is the best place to set up your trust?  Where you live?  In a state that has laws that favor your particular goals and concerns?  How do you know where you want your trust to be domiciled in the future?  Does it […]