Special Needs Trusts for People with Disabilities What is a Special Needs Trust? A Special Needs Trust (SNT) is an estate planning tool that...
Trusts
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Trusts
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Charitable Remainder Trusts and Charitable Giving
Charitable Remainder Trusts and Charitable Giving What is a CRUT? CRUT is an acronym for Charitable Remainder Unitrust. A CRUT is a type of...
End of Year Estates and Trusts Planning
End-of-Year Estates and Trusts Planning: Keep it Simple and Get it Done! As 2022 comes to a close, ask: Have you set forth a cogent estate plan to...
The Parade of Horribles and the Parade of Possibles
The Parade of Horribles and the Parade of Possibles The focus of estate planning is to protect your loved ones as well as your hard-earned assets. Estate...
Why DIY Estate Planning Is a Really Bad Idea
The do-it-yourself approach may work for some jobs, but providing for your family after you’re gone is too important to risk making mistakes -- mistakes that...
Here Comes the IRS: Consider the Advantages of a Trust
With tax season upon us, we thought March would be a good time to share a brief overview of some tax benefits that come with the main types of trusts. In...
Type of Trusts
There are two basic types of trusts: living trusts and testamentary trusts. A Living Trust or an “inter-vivos” trust is set up during the person’s lifetime. A...
What you need you know about special Needs Trusts and Estate Planning for your family’s future
Written by Sussan, Greenwald & Wesler Alex Hilsen is an attorney and Certified Financial Planner at Sussan Greenwald & Wesler. In the following...
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