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Estate Plan

Why Funding Your Trust is So Important?

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

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Trust

What Is a Qualified Personal Residence Trust (QPRT)?

When creating an estate plan, one important question to consider is how to handle the transfer of personal property, including your home. A Qualified Personal Residence Trust, or QPRT, is something you may decide to create to minimize gift and estate taxes associated for your heirs.

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Social Isolation

How Can I Combat the Social Isolation of Coronavirus?

A recent scientific report elevates social isolation and loneliness to the level of health problems, associating them with a significantly increased risk for early death from all causes. Of course, social isolation and loneliness can become more common with age. The arrival of the novel coronavirus will almost certainly make the problem worse.

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