Currently Browsing: Estate Plans

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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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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Estate Planning for First Responders/Medical providers

Recently, Annette and I were talking about what we could do to 'give back' to the community in response to the recent social distancing and stay at home situation.  We realized that, although we were no experienced or qualified to...

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