Education
Retirement Accounts and Trusts
Should I name my trust as the beneficiary of my retirement accounts? In our last post, we discussed the importance of funding your trust and outlined the process for updating various assets. One of the most complicated issues for clients is how to handle retirement...
Trust Funding Guide
Funding a Revocable Living Trust A revocable living trust is a common and important estate planning tool that allows a person to consolidate ownership of their assets during their lifetime and ensure that they are distributed efficiently per their wishes upon death...
Drafting Advance Directives
What to Think About When Drafting an Advance Directive An advance directive refers to a document or set of documents that allow you to express your healthcare wishes if you were in a circumstance where you could not do so yourself. Types of Advance Directives One...
Understanding trust benefits and drawbacks
A previous article discussed the limitations of a will, and what a trust is and how it may better help you achieve your estate planning goals. A common misconception is that only the rich benefit from setting up a revocable living trust. In reality, trust-based estate...
Sharia-Compliant Estate Plans: New Article
This month, Managing Attorney Yaser Ali published his latest article on Islamic estate planning, discussing the creation and design of sharia-compliant estate plans for Muslim clients seeking to integrate unique religious preferences into conventional trust-based...
Book Review: Living Trusts for Everyone
A will may not be the best way to protect and care for your family. In his book, Living Trusts for Everyone: Why a Will is Not the Way to Avoid Probate, Protect Heirs, and Settle Estates, Ronald Farrington Sharp clarifies a common misconception around trusts: that...
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