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Do I Need a Lawyer for a Power of Attorney?
While power of attorney (POA) forms are widely available online at little to no cost, do-it-yourself options can end up costing you thousands if they are not done right.
Protecting one’s home in a Medicaid Asset Protection Trust (MAPT) is a common planning tool.
A bypass trust—also known as a credit shelter trust—is a type of trust commonly used in estate tax planning for married couples.
Crypto is a system of digital tokens that can be used as a currency between individuals in an online marketplace.
Most municipalities reassess property taxes annually regardless of who or what currently owns a property—a person, a business, a revocable trust, or an irrevocable trust.
This decision should be based on three main things: 1) the type of trust you are creating, 2) the assets you are putting into the trust, and 3) the dynamics of the family or others involved.
If you are a parent of a young child, you have probably heard that you should have a will. But do you know why?
While a trust technically becomes the owner of your home when you sign a deed transferring ownership to a grantor trust, rest assured that you will still receive the same real estate tax exemptions and/or benefits that you received when your home was owned in your individual name.
Whether a trust or last will and testament (“will”) is better for you is dependent on your assets, circumstances, and personal goals. Every person is different and therefore every estate plan should be tailored to the individual.
A pooled income trust is a type of supplemental needs trust that is used to shelter the excess income of a Medicaid recipient.
Though marital trusts and bypass trusts differ in detail, together they serve as a power tool for married couples' looking to shield their assets from estate taxes.
