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
I frequently begin a consultation estate taxes with the phrase "I've got great news". That's because only the wealthiest fraction of one … [Read more...] about You will always want professional help when it comes to filing Estate Tax returns.
I've heard it said that being a grandparent can be an exceptional gig. If you are fortunate enough to be a grandparent, you understand the … [Read more...] about Grandparents and Gifting: Using a Living Trust
An Alzheimer’s diagnosis can be very emotional. It can hit you like a locomotive and may take some time to accept. At Clarity Legal Group … [Read more...] about What to Do after an Alzheimer’s Diagnosis
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
In my last post I discussed the fact that you are not obliged to serve as a Trustee just because you are appointed. One of the reasons you … [Read more...] about Can I Be Liable for Mistakes I Make as a Trustee?
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
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
When it comes time to administer a trust, the person appointed as the Trustee is responsible for doing so. I am sometimes surprised to have … [Read more...] about Do I Have to Accept the Job of Trustee?