Joint trusts offer clients many benefits both during life and after death. Those with joint trusts need to understand the limitations … [Read more...] about The Joy in Joint Trusts
How Do I Trust Thee…Part III
If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client … [Read more...] about How Do I Trust Thee…Part III
Using Entities in Estate Planning
Our clients at Clarity Legal Group sometimes ask us about the issue of legal entities such as partnerships, corporations or limited … [Read more...] about Using Entities in Estate Planning
How Do I Trust Thee…Part I
Sometimes our new clients at Clarity Legal Group show up with a clear idea of all the people they want to serve as responsible parties in … [Read more...] about How Do I Trust Thee…Part I
The Kiddie Tax is No Child’s Game
AT Clarity Legal Group encourage our clients to ask questions before making any transfer of wealth, even the relatively small gifts. One of … [Read more...] about The Kiddie Tax is No Child’s Game
What Everyone Should Know about the New FDIC Regulations
Although revocable trusts are the centerpiece for many estate plans, many clients are confused by what amount of their deposit accounts are … [Read more...] about What Everyone Should Know about the New FDIC Regulations
What You Do Not Know about Estate Planning Could Hurt You
Initially, the concept of estate planning is a mystery for many of my clients. That is completely understandable given how many different … [Read more...] about What You Do Not Know about Estate Planning Could Hurt You
A Living Will brings Clarity to your Estate Plan.
I stress to clients that a comprehensive estate plan should do more than focus on what happens after they are gone. In fact, a successful … [Read more...] about A Living Will brings Clarity to your Estate Plan.
Tax Reporting with Trusts
My good friend Steve Hartnett, the Director of Education for the American Academy of Estate Planning Attorneys, has created a three part … [Read more...] about Tax Reporting with Trusts
