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beneficiary designation
Beneficiary Designations

Does a Beneficiary of a Trust Have to Pay a Tax?

Beneficiaries of a trust typically pay taxes on the distributions they receive from the trust’s income, rather than the trust itself paying the tax. However, these beneficiaries are not subject to taxes on distributions from the trust’s principal.

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Asset Protection
Asset Protection

What You Need to Know about Trusts

Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including life insurance and real property), you are a candidate for asset protection.

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Inheritance
Estate Planning

Can Kobe Bryant’s Widow Amend Trust?

Vanessa Bryant has filed legal docs to protect all of her children.  She is asking a judge to amend Kobe’s trust, so she can provide for their youngest daughter, Capri, who was born after the most recent trust document was drafted and signed.

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Durable Power of Attorney
Durable Power of Attorney

What Is a Power of Attorney?

One essential component of your financial plan involves designating power of attorney to someone you trust, in case you are incapacitated or unable to complete a task on your own.

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