Someone trusts you so much that they name you to settle their estate after they die. You’re honored they have that much confidence in...
Estate planning, like most other things, uses a vast array of tools to accomplish its goal. One of the tools is a trust. But...
When the Tax Cuts and Jobs Act of 2017 became law, estate tax exemptions got a substantial boost. The amount each individual could pass...
It’s been said that with age comes wisdom, and age and wisdom cause us to ask questions we would never have thought of at...

Will Or Trust?

0
Alhambra's Bob Williams looks at whether you should use a Will or Trust for your estate planning document.
It was called the Great Wealth Transfer, the World War II generation passing its wealth to their kids, the Baby Boomers. Well, it’s about...
You just got the final draft of your estate plan. You’ve been thinking about this for a long time—how you want your estate distributed,...
We’ve been focused on Covid for so long that a lot of things have taken a back seat. We’re still regrouping, trying to find...
It’s one of the most obscure taxes in the IRS code, but it can be one of the most devastating at a time when...