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Category: Trust

LGBTQ+ Life & Estate Planning

Estate planning is critical and essential for all couples including LGBTQ+ couples. While there isn’t a vast difference in the process of drafting estate planning documents between heterosexual couples and LGBTQ+ couples, same-sex couples face unique challenges when dealing with estate plans and end-of-life care and may need to review their current documents. Here are…Read More

Who needs a trust?

Before we consider the need for a trust, it’s important to understand exactly what a trust is.  A trust is a legal document that is formed between two or more parties where one person, who is called a trustee, holds property on behalf of another, called a beneficiary. More specifically, a trust is created when property…Read More

Special Needs Trusts: Planning Ahead for Your Disabled Child

Families who have a loved one with special needs have a unique set of challenges. Parents of a special needs child or adult usually have services in place to create a structured and safe environment for them to live a productive life. A trust is also the best way to be sure that your special needs…Read More