Category Archives for Estate Planning Weekly

If you are leaving an inheritance in trust, or you're the beneficiary of a trust, you need to know what a Power of Appointment is.

There are trusts that can protect your assets, but a revocable trust is not one of them.

1. A Life Insurance Trust, know as an ILIT.
2. Gifting.

Short answer - Yes. Right answer - You Shouldn't.

If you are reading this it's not too late, but tomorrow it might be. Find out when it's too late to get an estate plan.