The Basics A trust is an effective tool in estate planning. To create a trust, a person called a grantor specifies which assets go into the trust. The grantor...
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Planning for Your Child with Special Needs: Why Special Needs Trusts are Important
Planning for Your Child with Special Needs: Why Special Needs Trusts are Important Planning for their child's future is a top priority for any...
5 BY 5 POWER IN TRUST
5 BY 5 POWER IN TRUST What is a 5 by 5 Power in Trust? A 5 by 5 Power in Trust is a clause commonly used in trusts. By its inclusion, it allows a...
Using an Intentionally Defective Grantor Trust
Using an Intentionally Defective Grantor Trust What is an IDGT? An intentionally defective grantor trust (IDGT) is a tool used by...
What Happens If You Die Without a Will?
What Happens If You Die Without a Will? Don’t Make the Last Mistake of Your Life! The Top Ten List of Consequences If You Die Without a Will: 1....
I Already Have an Estate Plan. What About My Pets?
I Already Have an Estate Plan. What About My Pets? You’re a planner. You set out goals and you achieve them. You’ve got a comprehensive estate plan...
I’m not wealthy — Why do I need an estate plan?
Don’t be fooled into thinking you need to have a fat bank account and a mansion house at the Shore to need a sound estate plan – the area of law that covers...
When (and How) to create a Special Needs Trust
A Special Needs Trust is one that is designed to supplement the government benefits that your disabled child receives. Because of this, they are sometimes...
The benefits of a Supplemental Needs Trust for special needs children
As a child grows up, a parent’s biggest financial concern might be saving for college. But it might be wise to look ahead even further to help ensure your son...
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