A Look at a Few Common Trusts (And How They Help)

The Motley Fool recently issued a new article dispelling the myth that trusts are only for wealthy families with walk-in vaults and rivers of gold. The truth is that trusts have become an essential building block in today’s middle-class and working-class estate plans. View image | gettyimages.com Trusts can save everyone money, heartache, hassle, and… Read More »

Robin Williams’ Will: No Exploitation of His Image for 25 Years

Don’t look for a Robin Williams hologram at next year’s Oscars. Who can forget the dancing Michael Jackson hologram at last year’s Billboard Music Awards? Or Celine Dion’s “American Idol” duet with a posthumous Elvis? Or the recent Audrey Hepburn commercial for Dove chocolates? The advertising and entertainment industries love a good resurrection. But they… Read More »

Understanding a Pour-Over Will

A Pour-Over Will is a type of Will that directs your assets to a trust that is separate from the Will. The reason for “pouring” assets from the Will over to a trust is so that the trust will direct what happens with your assets. Having your trust control the assets provides for potential tax… Read More »