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Revocable and Irrevocable Trusts – What is the Difference?

February 28, 2017 by Stephen Lasky

A trust is “revocable” if the terms of the governing instrument allow the trust settlor to amend the trust’s terms, or cancel (revoke) the trust or remove property from the trust without the approval or consent of a third party (e.g., trust beneficiary, a court).  Conversely, a trust is “irrevoca

Communication and Planning

February 21, 2017 by Elizabeth Ruthmansdorfer

Even the best of families have problems.  Also, the best planning can fail when the family fails.  So what do you do?

Tax Reporting at Death

February 01, 2017 by Justin Prince

When a family member passes away, grieving relatives do not typically contemplate the decedent’s basic tax reporting obligations.

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