Posts in Wills, Trusts, and Successions

Dec 10 Is a Trust Always a Person?​

Yesterday's post discussed Justice Grimes' opinion that while a trust must always act through a trustee, a trust is a "person" ...

Aug 02 Don’t Cry Over Spilled Milk! a “Plain English” Guide to Retirement Plan Correction Options​

On April 19, 2019, the IRS updated its guidance on the official methods of correction that can be used by tax qualified[1] and ...

Oct 29 How to Create a Basic Will​

A basic will may be all you need. Writing a will might be the single most important legal task you should complete. If you don't ...

Oct 09 Things to Consider When Creating Trusts for Your Children​

Are you considering setting up a trust for your children, but have some basic questions or just don't know where to begin? With a ...