October 13, 2017 – 12:00 pm
THE FACTS: My mother has a dog, Fido, who means the world to her. When it comes to Fido, money is no object. She is very concerned about what will happen to Fido when she dies. Not only does she worry about who will care for Fido but also about who will pay for Fido’s […]
September 22, 2017 – 12:00 pm
THE FACTS: I had my will prepared years ago. The estate tax exclusion amount at the time was considerably less than it is now, so my will contains a provision that directs my executor to create a credit shelter trust to avoid estate taxes. The trust provision mandates that the credit shelter trust be funded […]
The Facts: I have always believed that trusts were for people with money and that I would not need to create a trust in my Will, since my net worth is modest. The Questions: Are there circumstances when someone with modest means should consider a trust? The Answer: Absolutely! It is unfortunate that there are […]
February 4, 2016 – 3:26 pm
The Facts: I want to leave a significant amount of money to my granddaughter in my Will but, I am concerned that she is not particularly good with money. The Questions: Is there a way I can leave her a bequest but be assured that the money will not be spent foolishly? The Answer: Absolutely! […]
