In 2005, Edwin Fisher executed a Will which established two trusts for the benefit of his wife. The trusts were established to minimize death taxes upon their deaths. His wife predeceased him. He died in 2008. The remainder of one trust was to be distributed among a variety of charities. The other trust was to […]
Many of you have been in this situation. Grandma or Aunt Tillie wants to give your child money or stock – not enough to warrant some more aggressive estate planning techniques, but enough that the donor wants the funds to be invested for the long term. This is where the Uniform Transfer to Minors Act […]
As a recent saying goes, “If there is a Will, there may be a Will contest.” Probate litigation continues to increase, especially when there are families who have some level of discord. Frequently, families want to disinherit or limit the share of one of their children. However, they also wish to insure that when they […]
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