How does a Trust Work?

How does a Trust Work?

What is a Trust?

There are a wide variety of  legal documents that are referred to as a “Trust,” so in order to determine how a Trust works you must first define what type of Trust you are looking at.  In this Blog, a Trust refers to a Living Trust also known as a Revocable Trust, Intervivos Trust or a Revocable Living Trust.  […]

By |February 21st, 2018|ESTATE PLANNING, Trusts, Uncategorized|

Planned Charitable Giving Tutorial

Planned charitable giving through your estate planning, planned giving or gift planning are all terms that have come to describe the same thing.  Although recently there has been an increase in the term “planned giving” as small and mid-sized charities have begun to realize the benefits of marketing to donors for future gifts, the phrase is simply the inclusion of an organization as a beneficiary in your estate plan.


By |December 20th, 2015|Uncategorized|