How A Living Trust Helps Your Family

There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create a trust includeprivacy, tax benefits, avoiding probate, and caring for family members with special needs. Estate planning also lets you dictate how your assets will pass on to future generations after your death. Avoiding [...]

By |2018-08-24T20:23:44+00:00August 24th, 2018|Estate Planning|0 Comments

How to Successfully Make a “Large” Gift to Your Children or Grandchildren

What constitutes a “large” gift can be relative. That being said, if you are considering giving cash or property to someone, a little bit of planning can really help avoid negative consequences.  This is particularly true if the gifted amounts are over $15,000.00, will be gifted in property, will be gifted on a regular basis, [...]

By |2018-08-17T19:35:31+00:00August 17th, 2018|Estate Planning|0 Comments
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