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Month: April 2020

Under 35? You Still Need A Will

I find that younger adults—here defined as those under the age of 35—may not seriously consider estate planning as a necessity. They believe that they are immune from severe health problems and also tend to have fewer assets, less property, or children to make plans...

Disclaimer Martial Trusts

When you create your estate planning documents, you might see reference to a disclaimer marital trust, which may be referred to as an A/B, “QTIP trusts”, or “Credit Shelter Trust”. These all tend to have similar purposes, so let’s explore how this type of trust may be...