What is the difference between a simple and a complex Trust?

Do I have a simple trust or a complex Trust? All trusts are classified into two basic types: simple or complex. This distinction is determined by the structure of the trust and how its assets are distributed. Below is a brief rundown of how a simple...

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Warning, Scam Alert!

During this unfortunate pandemic, most of us are just trying to figure out what we can and cannot do and how we can keep ourselves, and our families, safe and healthy. Unfortunately, there are those unscrupulous people who take advantage during this...

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Notes on a Concerned Parent's perspective

A Concerned Parent’s Perspective Being a parent is not only the greatest experience of a young couple’s (or person’s) life but also the most terrifying. Suddenly, there is a very small, helpless and completely dependent person in...

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Estate Planning in the age of COVID-19

Right now, it seems like everyone is either starting their estate planning, or updating their current estate plan, or making some review of their plan.  This is due to the fact that we are all in the midst of a global pandemic, with no sure end...

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"I hold a Power of Attorney. Now what?"

Many people ask me what they can or cannot do when they hold a power of attorney for a family member or loved one.  That is a good question!  Often times, the person appointed power of attorney may not have any idea what that involves. ...

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