Trusts
Avoid a Will Dispute
contest a willAn individual’s last will and testament might clearly reflect one’s wishes, but it does not prevent an estate dispute. Successfully…
Last-Minute Estate Planning in North Carolina
Forbes cited a survey in 2014 that revealed 51% of Americans aged 55 to 64 do not have an estate plan. Sometimes…
Vulnerability for Domestic Asset Protection Trusts
A recent court case involving a Domestic Asset Protection Trust (DAPT) revealed a possible threat to the protections provided by these powerful…
State Residency and Domicile in Estate Planning
You may claim domicile in one jurisdiction and live in another, which can be helpful in estate planning. Tax, probate, and asset…
How Asset Protection is Different in 2015
Wealth preservation is an ongoing process. How, when, and where assets are transferred or acquired affect protections. As the New Year begins,…
3 Things to Know About Perpetual Trusts
Perpetual trusts, also known as dynasty trusts, protect assets for the benefit of future generations. Some perpetual trusts are common trusts that allow…
Estate Planning Mistake: Forgetting to Fund
Many estate plans include a living trust, a tool that can be amended at any time during the trust creator’s life and…
3 Signs You Should Update Your Retirement Plan
Reports continue to show Americans are not saving enough for retirement. Some retirement account owners may miss out on opportunities that could help grow…
Successor Trustee Responsibilities
When a trustee passes away or becomes incapacitated, a successor trustee must step forward. In addition to the trustee’s duties, a successor…
Top 5 States for Dynasty Trusts
Dynasty trusts offer asset protection and estate and generation-tax skipping tax avoidance over many generations. Three years ago attorney Steve Oshins started a…
