How Do I Revoke My Trust?

/ By: Jacquelynn Capriano

Category: Trusts

Although your Last Will and Testament is likely the cornerstone of your estate plan, chances are good that your plan also includes additional estate planning tools and documents, such as a trust. In fact, trusts...

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What Is a Pour Over Will?

/ By: Paul Gantner

Category: Estate Planning

Like many people, you may have decided to include a revocable living trust in your overall estate plan. If so, you may also have heard that you will also need to create and execute a...

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National Estate Planning Awareness Week

/ By: Jacquelynn Capriano

Category: Estate Planning

Each year the National Association of Estate Planners & Councils, or the NAEPC, sponsors “National Estate Planning Awareness Week” in an effort to bring public awareness to the need for comprehensive estate planning. This year,...

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What Is a Step Up in Basis?

/ By: Paul Gantner

Category: Estate Planning

One of the major considerations involved in estate planning is the tax implications of any gifts made either during your lifetime or after your death. Not only should you take into consideration your own tax...

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When Do I Need a Guardianship?

/ By: Jacquelynn Capriano

Category: Estate Planning

If you have an older family member or loved one who is showing signs of being unable to properly care for himself/herself as a result of a dementia disease or other incapacitating condition, I may...

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