Latest Blog Posts

10 Tips for Helping Families with Special Needs

Posted on: March 8th, 2013
There are unique planning requirements of families with children, grandchildren or other family members (such as parents) with special needs. There are many misconceptions in this area that result in costly mistakes.....(read more)...

Second Marriages

Posted on: November 2nd, 2012
Second marriages (after divorce or death of the first spouse) are different....

What needs to be done when a Trustor Dies

Posted on: November 2nd, 2012
The trustee is responsible for seeing that the assets of the trust are distributed properly...

Asset Protection Trusts

Posted on: October 31st, 2012
With a domestic self-settled asset protection trust, you irrevocably transfer assets to the trust and name yourself as a beneficiary to receive distributions within the discretion of an independent trustee...

Planning Tip For Special Needs Beneficiaries

Posted on: October 31st, 2012
Many parents think a sibling would be the best trustee, but this is rarely a good idea. Most individuals are just not prepared to handle the responsibilities...

What to Tell Your Children About Their Inheritance

Posted on: October 31st, 2012
Not many parents like to talk to their children about their wealth...