News & Resources

Trusts are among the most powerful tools in estate planning — but they also create some of the most misunderstood tax consequences. Understanding how trusts are taxed can make the difference between a smooth estate plan and

A trust document is much more than just a form: it spells out who created the trust (the settlor), who is the trustee, who the beneficiaries are, what assets are included, how and when distributions are to be made, and the...

When you create a revocable living trust, one of the most important decisions you’ll make is who will serve as your successor trustee — the person who steps in to manage your trust if you become incapacitated or after you

In today’s digital world, it’s easier than ever to turn to artificial intelligence (AI) tools and chatbots like ChatGPT or online legal document generators when you need legal help. From online will templates to...

Estate planning is far more than writing a will or naming beneficiaries — it’s a comprehensive strategy designed to protect your family, minimize taxes, ensure your wishes are honored, and preserve your legacy. While...