Establishing a trust is a crucial and efficient part of your estate planning. It's vital to remember that your trust only governs the assets that are actually placed into it. If an asset isn't titled in the trust's name, the trust may not be able to manage or distribute it. When your trust is initially set up, you transfer ownership of your property to the trust's name. But what should you do when you acquire new property after your trust is established? It's essential to re

Estate Planning Tips for Blended Families: Ensuring Everyone is Covered

Happy holidays! As we round the bend into 2022, it may please some of you to review the IRS annual inflation adjustments: The annual gift...