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
You will always want professional help when it comes to filing Estate Tax returns.
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.
Grandparents and Gifting: Using a Living Trust
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
What to Do after an Alzheimer’s Diagnosis
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
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
Can I Be Liable for Mistakes I Make as a Trustee?
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?
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
Do I Have to Accept the Job of Trustee?
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?
