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Our Estate Planning Blog

Your Estate Plan Needs to Be Customized

Estate planning documents often are treated like the photocopied permission slip for a child’s field trip. You fill in your name, include the children’s names and dates of birth and sign. The document is filed away to be used if needed, but you really never expect it to be used.

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What Can I Do to Combat Dementia?

Many people begin to notice changes in their cognitive functioning as they age. Some find that they can’t quite remember why they entered a room or that the location of their keys is a constant mystery. Varying degrees of cognitive decline are common, and it is estimated that 14 million people will be diagnosed with dementia by 2050.

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Does a Beneficiary of a Trust Have to Pay a Tax?

Beneficiaries of a trust typically pay taxes on the distributions they receive from the trust’s income, rather than the trust itself paying the tax. However, these beneficiaries are not subject to taxes on distributions from the trust’s principal.

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