The desire to provide for loved ones extends far beyond our lifetimes, and establishing a financial safety net for future …
Absolutely, creating a charitable lead testamentary trust (CLTT) is a viable estate planning strategy, particularly for individuals who wish to …
Absolutely, coordinating a special needs trust with your overall estate plan is not only possible but often crucial for families …
The question of whether you can consolidate your assets into one trust is a common one for individuals beginning the …
The short answer is absolutely, and often it’s a very strategic move for comprehensive estate planning. Many individuals in San …
The question of whether you can appoint an executor who resides in a different country is a common one for …
The question of whether you can alter retirement account beneficiaries via your estate plan is a common one, and the …
What are three types of trust? Revocable Trusts.Irrevocable Trusts.Testamentary Trusts. Slow: (average time is 2-years);. I am looking for an …
If you find yourself in that position, a spendthrift trust may be the solution; let’s see how a spendthrift trust …
Steve Bliss and his firm were absolutely wonderful to work with for my estate planning. Steve and his team are …