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
How Do I Trust Thee…Part II
When clients undertake Estate Planning, they face the difficult decision of naming one or more individuals to serve in various fiduciary … [Read more...] about How Do I Trust Thee…Part II
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
How Do I Title Thee…Part II
We often recommend a trust as part of a comprehensive Estate Plan. We cannot say often enough that whether your plan includes a trust or … [Read more...] about How Do I Title Thee…Part II
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
How Do I Title Thee…Part 1
We often consider Estate Planning documents such as a Will, Trust, Property Power of Attorney, and health care documents to be the building … [Read more...] about How Do I Title Thee…Part 1
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
