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Estate Planning Articles

A Brief Overview of a Trustee's Duties

A trust is a legal arrangement through which one person (or an institution, such as a bank or law firm), called a...

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ElderLaw 101

Gifts to Grandchildren: What Do UGMA and UTMA Have to Do With Grandma?

The Uniform Gifts to Minors Act (UGMA) and the Uniform Transfers to Minors Act (UTMA) are sometimes called the “granddaddies” of college savings accounts.

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Crummey Trusts: A Way to More Safely Give Gifts to Children

Many parents and grandparents want to pass their wealth to their children while they are still alive...

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Six Ideas for Distributing an Estate's Personal Property in a Fair Way

Unlike money, personal belongings usually cannot be divided equally after their owner passes away.  For this reason, distributing items like furniture, jewelry, dishes, silverware, artwork, photographs or clothing is often the most difficult challenge in settling an estate. 

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So, You've Been Appointed Trustee of a Trust? Here Are 9 Do's and 1 Don't

Whether it's an honor or a burden (or both), you have been appointed trustee of a trust.

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Five Planning Pointers for Parents with Disabled Children

A parent is irreplaceable, but someone will have to fill in if the worst happens.

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ElderLaw 101

Gifts to Grandchildren

Gifting assets to your grandchildren can do more than help your descendants get a good start in life; it can also reduce the size of your estate and the tax that will be due upon your death.

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ElderLaw 101
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What Is a Trustee?

A trustee is the person or institution appointed to manage a trust.

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