WHAT TRUST TAX CHANGES MEAN FOR MY FAMILY

What trust tax changes mean for my family: Is that something you have been wondering about? Lately, I’ve been hearing a lot about rising taxes on trusts and the growing wealth gap between generations. Like many families, we’ve worked hard to build up some assets — a home, maybe a rental or two, a business…

Read More

COMMON MISCONCEPTIONS ABOUT FAMILY TRUSTS

Estate planning worksheet

The beneficiaries have the legal right to be informed and to be considered, and as a trustee you must prove that you have consistently done this.  In other words, there is no such thing as a “passive” trustee.  

Read More