April 7, 2023 - Revocable trusts, also referred to as living trusts, can provide an efficient way to avoid probate, maximize the use of one's federal and state exemptions and provide asset protection ...

Learn how trust beneficiaries gain asset rights, their roles, and how trusts optimize estate planning and minimize gift and ...

Editor’s note: This is part three of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for ...

The Janet S. Popyk Revocable Trust Agreement Dated June 20, 1969 is being terminated and all persons indebted to the Trust are required to make payment and those having claims against the Trust are ...

When it comes to safeguarding your assets and ensuring a smooth transfer of wealth, the decision between creating a trust or relying on a will can have far-reaching consequences. Trusts, in particular ...

Editor’s note: This is part one of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for asset ...

Revocable living trusts are a frequently used estate planning document, providing ease of estate settlement and privacy. As the grantor, you create a revocable trust agreement prepared by your ...

The basic steps involved in revoking a revocable trust are fairly simple and include the transfer of assets and an official document of dissolution. A revocable trust is a flexible legal ...

New York's elderly population is expanding, with individuals living longer in the aging Baby Boomer generation. This growth has led to more people suffering health and incapacity incidents, more ...

Many retirees go to nursing homes as their needs increase, creating a dilemma for protecting their wealth. A revocable trust places your wealth in a tax-protected vehicle you can control until you die ...