by Lauren Jackson | Oct 20, 2021 | Estate Planning, Joint Trust, Revocable living trust, Trusts, Wills
In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, according to a 2021...
by Lauren Jackson | Mar 23, 2017 | Estate Planning, intentionally defective grantor trust, Trusts
An intentionally defective grantor trust (IDGT) is a very interesting estate planning tool. It can be used to freeze certain assets for estate tax purposes, but not for income tax purposes. It is best used, for example, for a business that you own that is expected to...
by Lauren Jackson | Mar 16, 2017 | Divorce, Estate Planning, Trusts, Wills
In the aftermath of a divorce, updating your estate plan may not be at the forefront of your mind. You may still be distraught and emotionally and/or physically exhausted. However, many clients don’t realize what could result if they don’t update their...
