by Brenton McWilliams | Estate Planning
Many people want to ensure their kids have what they need financially if they pass away while their children are minors. Creating a trust allows parents to set their children up for future success. When properly structured, this estate planning instrument offers...
by Brenton McWilliams | Estate Planning
As estate planning attorneys, we often get asked about the role of a trustee. It’s an important position that comes with big responsibilities. That’s why it’s important to understand what a trustee does before choosing one or agreeing to serve as one...
by Brenton McWilliams | Estate Planning
A power of attorney (POA) is a legal document that allows you to designate someone you know and trust to make decisions on your behalf when you cannot. Establishing a POA while you still have mental capacity can help avoid the need for a court-appointed conservator or...
by Brenton McWilliams | Blog, Estate Planning, Wills and Trusts
The What and Why of Right of Occupancy Trusts Jay and Gloria are a married couple who have been together for ten years. Because this is a second marriage for both Jay and Gloria, they each had children from their previous relationships. When they got married, Gloria...
by Brenton McWilliams | Blog, Estate Planning
Guide to Estate and Gift Tax Portability for Estate Planning What is Portability for Estate and Gift Tax? A common concern among our estate planning clients is whether taxes must be paid on their estate once they die. While there is no state-level estate tax in...
