Blog

by Verena Meiser

You became the Trustee of a trust. Congratulations! Now what?

http://www.youtube.com/watch?v=hNnh60XDIZ0 Did you just become the trustee of a loved one’s trust, or of a trust...

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by Verena Meiser

Why Set Up a Trust to Handle a Charitable Donation?

https://www.youtube.com/watch?v=3HbuMVunHII&t=20s The main reason is that the Grantor, the person setting up the...

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by Verena Meiser

Should you Consider a Spousal Lifetime Access Trust (SLAT)?

  http://www.youtube.com/watch?v=dzKiKaXh_xA&t=32s Change is coming to estate and gift tax laws. Should...

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by Verena Meiser

We Want Our Children To Inherit Everything We Have. But What If The Survivor Of Us Changes That Plan?

http://www.youtube.com/watch?v=8zm0TApPJZg Many married couples envision that their children will someday inherit...

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by Verena Meiser

Do I Need Power of Attorney?

http://youtu.be/Mf8dHUY9C6k Any time during our adult life, we could experience periods when our capacity is...

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by Verena Meiser

We Just Became Parents. Do We Need Wills?

  http://youtu.be/BDNMPCZRtFA I often get contacted by young parents who wonder if they need a Will. Some...

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by Verena Meiser

How to Plan for Upcoming Changes in Estate Tax Law

Can a Spousal Lifetime Access Trust (a SLAT) capture the current estate tax exemption? And could it help maintain an...

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by Verena Meiser

How the SECURE Act impacts your plan for your retirement accounts. It is a good time to review.

The passage of the SECURE Act left many wondering if their estate planning documents need to be updated....

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by lohmlaw

Passing Retirement Benefits to a Child with Special Needs: It’s Complicated

Many parents have their retirement savings socked away in 401(k)s and IRAs. So that your beneficiaries do not have...

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