Make decisions about who will inherit your property with a Will or a Trust.
Create a Revocable Living Trust if you have a complex family situation
A family member will be disinherited
Your family tree is not known and there are no known direct heirs
Real estate is owned in more than one U.S. state
Your second marriage produced children and you have children from a first marriage
Implement advanced strategies for minimizing or avoiding estate taxation including:
Life Insurance Trusts
Bypass or “Applicable Exclusion” tax planning trust in an estate plan for married couples
Child or Grandchild ‘gifting’ trusts
Limited Liability Corporations (LLC) and Family Limited Partnerships (FLP)
Provide future financial security and asset management for a disabled family member with a Special Needs Trust (SNT), whether your child or other adult in your family is diagnosed with a developmental disability, intellectual disability, traumatic brain injury, mental health illness, or chronic illness such as Multiple Sclerosis and Parkinson’s disease.
Special Needs Trust legal document as part of your estate planning, whether in your Will or Trust
Living Special Needs Trust legal document so they can receive lifetime gifts and inheritances from other family members
New Law – But NOT in NY State: Disabled Person Can Create Supplemental Needs Trust (SNT)
In December 2016, the Special Needs Trust Fairness Act was passed under then President Obama. The act amends the special needs trust laws to allow a competent but disabled person under the age of 65 years to establish ... READ MORE >>>
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