News & Resources

If you and your spouse are putting together an estate plan, one of the first big questions you’ll face is this: Should we create a joint trust or separate trusts? The answer isn’t the same for every couple. The right...

When a loved one passes away, settling their estate is often one of the most emotionally and legally complex tasks a family faces. Even when there is a valid will, dividing property among heirs isn’t always...

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