Due to recent changes in estate tax laws, the bypass trust may not produce the savings it once did. On the contrary, it may cost families more. The bypass trust, also known as the A/B Trust, was once a popular estate planning tool. Consequently, many estate plans – especially those done prior to 2000- may contain one...Read More
When is it necessary to update your Estate Plan? So you’ve already done the responsible thing and put together your estate plan. But several years have passed and life circumstances may have changed. So when is it necessary to go back to your attorney to update your will, trust, power of attorney, and healthcare directive?...Read More
