Estate Planning Newsletters

Here’s a brief glance at what you’ll find in the September/October issue… A TRU balances interests of current, future beneficiaries Trusts often create conflicts between current beneficiaries, who receive the income that the trust generates, and remainder beneficiaries, who receive what’s left at the end of the trust’s term. A total return unitrust (TRU) can…

Here’s a brief glance at what you’ll find in the July/August issue… Can a broken trust be fixed? An irrevocable trust has long been a key component of many estate plans. But what if it no longer serves its original purpose? Is it too late to change it? Depending on applicable state law, the trust’s…