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Irrevocable Trust

Estate Planning for Blended Families: Navigating Complexities with Legal Counsel

2024-07-26T11:30:57-04:00August 15th, 2024|

Estate planning can feel overwhelming, especially when you have a blended family or a complicated family situation. There are multiple people and interpersonal dynamics to consider. Working with a lawyer can make the process of preparing your estate planning documents easier. An experienced estate planning attorney will explain the law and your legal options. That [...]

What’s Included with Attorney Trust Account Services?

2024-02-12T15:28:52-05:00March 8th, 2024|

Attorney trust account services can provide valuable support for managing the administrative tasks of your trust. When you create a trust, you place significant faith in a trustee to make the right financial decisions for your trust and the beneficiary. Attorney trust account services can provide an additional layer of protection by creating accountability and [...]

Irrevocable and Revocable Trusts,Taxes and Florida Facts, Pt. I

2018-06-04T01:36:37-04:00June 2nd, 2018|

Irrevocable and revocable trusts are taxed differently, which makes sense since they are different entities. An irrevocable trust is a trust that “cannot be modified, amended or terminated without the permission of the grantor's named beneficiary or beneficiaries.”  In contrast, as indicated in our previous blog, a grantor in a revocable trust can alter or [...]

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