Most people do not have estate plans in place, and one of the underlying reasons is the assumption that estate planning involves one simple act. You draw up a will at some point when you are old and gray, and you have taken care of the … [Read more...] about Why Would You Use a Trust Instead of a Will?
estate tax efficiency
What Is a QDOT and Why Would You Need One?
People in the legal field use acronyms to describe devices with long names, and one of them is the QDOT. This is a type of trust that can be useful for high net worth individuals that are married to citizens of a country outside of the United … [Read more...] about What Is a QDOT and Why Would You Need One?
