Estate planners need to rethink how they draft choice of situs provisions as reforms finally modernize 55-year-old trust law ...

Estate planning is an essential process which can ensure that your wealth is distributed appropriately after you pass. Every estate planning attorney’s goal is to assist clients to protect their ...

Estate planning varies by individual. Wills are public, slow, and only control assets in your name, while revocable trusts ...

Clients who want their beneficiaries to avoid probate often place assets in trust. Many CPAs are reluctant to take on being a trustee, which is a time-consuming responsibility. An alternative is to be ...

Trusts are not exclusive to the ultra wealthy. In New Hampshire and elsewhere, they are practical tools used by families of all sizes to manage assets, protect beneficiaries, and preserve wealth over ...

Pennsylvania will soon become the 20th state to adopt a version of the Uniform Directed Trust Act (the Act), adding a new subchapter to the PEF Code and significantly changing the existing provisions ...