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Estate Planning Considerations for Couples with an Age Gap

With couples of similar ages, planning for the future is naturally a joint effort. However, if you are married to someone who is significantly older or younger than you, the future can look different and mean different things to each of you. To protect yourself, your...

Trust Funding: Is Everything Titled Correctly?

Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document drafted and signed is not enough. For any trust to be effective, you must complete the process of funding your trust as soon as you...

Statements of Intent or Purpose in Estate Planning Documents

The reasons you, as a settlor, create a trust are certainly special and important to you, but stating your intent or purpose for creating a trust can have significant legal ramifications. For this reason, it is often critical that a settlor express in writing their...