Change is inevitable. What happens when circumstances change and you have an irrevocable trust? Usually you have to resort to going to court to have a judge modify the irrevocable trust. However, if the trust includes a trust protector clause, the Trust Protector may be able to modify the trust without resorting to an expensive […]
Leaving Behind a Legacy: The Loss of Kobe Bryant On Sunday, January 26, 2020, the world was left mourning the unexpected deaths of Kobe Bryant and his 13-year-old daughter, Gianna, after they were announced to be among the 9 fatalities of a helicopter crash in Calabasas, California. Bryant is highly regarded as one of the […]
As a result of the recent COVID-19 pandemic, interest rates have continued to fall. This low interest rate environment can be leveraged by individuals to shift their wealth amongst beneficiaries and minimize tax hits on assets. Three estate planning techniques that can be particularly effective to reduce estate tax liability in a low interest rate […]
For most of us, every penny counts, so it is almost inconceivable that we could have lost track of any money or property. Regardless of how careful we are with our finances, it is possible for utility deposits, credit balances, unused gift certificates, banks accounts, and many other types of property or money to accidentally […]
