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Estate Administration

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...

Advance Planning for Unmarried Couples

ust like married couples, unmarried partners need to have discussions and make decisions on estate planning. It’s really not more complicated than estate planning for married spouses, but many unmarried couples neglect their estate planning simply because they’re unmarried and may not think about what would happen to their estate.