Trusts
A Simple Estate Plan Leads to a Family of Clients
When John Chouinard, a client relationship manager, first thought about creating an estate plan, he contacted the corporate attorneys at his employer, a public company ...
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How to Pass Assets to Your Spouse Under Your Estate Plan
For married couples, you will need to decide how to pass all or a portion of your assets to the surviving spouse under your estate ...
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How to Pass Inheritances to Your Children and Other Non-Spouse Beneficiaries
One of the primary decisions that you will need to make in structuring your estate plan is how to eventually pass on your remaining ...
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Q&A with Loraine: Out-of-state-probate
Question: I am the executor of my father’s estate and have sent all the paperwork to the bank to liquidate his accounts. However, the bank ...
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Should I Set Up a Trust? – Richard Morgan speaks on the Decision Vision Podcast
Morgan and DiSalvo, P.C.’s Richard Morgan talked all things related to trusts in an interview with Mike Blake of Brady Ware CPA’s “Decision Vision” ...
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Do You Need to Update Your Will and Other Estate Planning Documents If You Change Your State of Residence?
The question of needing to update your estate planning documents if you move to a different state is a common one. If your Will was ...
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Q&A with Loraine: Trusts and EINs
Question: When filing for an EIN after the death of the creator of a revocable trust does the name of the trust change from revocable ...
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Q&A with Loraine: Benefitting From a Trust
Question: As sole beneficiary of a trust, it states that the funds be used for my care, comfort, and support. Are my pets covered? Background: ...
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