What is a Grantor Trust?

What is a Grantor Trust? By Brian F. Albee, JD Elder Law, estate planning Grantor Trusts can be a source of confusion for elder law attorneys and their clients alike. That’s because they are not a typical type The biggest difference to note…

How Family Businesses Can Prepare Now for Future Tax Changes?

May 22, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration

Coupled with the upcoming presidential election, small to mid-sized business owners are faced with a slew of financial decisions that could impact the wealth of their business and the legacy they leave to their successors.

How Low-Interest Rates Create Estate Planning Opportunities

A more present sense of one's own mortality may drive those who have not made plans before to begin the process of creating an estate plan. For those who have existing plans, are they up to date? How does the changing economic environment affect prior decisions?

Will Stepmother Take Dad’s Money When He Dies?

Now that just a third of American households are “traditional” (heterosexual, married, with children), estate planners and advisors need to raise new questions with their clients and offer new solutions.