Month: March 2022
March 31, 2022
Statements of Intent or Purpose in Estate Planning Documents
The reasons you, as a trustmaker, create a trust are certainly special and important to you, but your intent or purpose for…
March 15, 2022
Changes to the FAFSA Form and What It Means for Grandparents
For grandparents who want to leave a legacy to their grandchildren, the gift of a 529 college savings plan is an option….
March 2, 2022
Marital Disclaimers and the Clayton Election: Last-Minute Estate Tax Planning
Deferring, minimizing, or avoiding estate taxes altogether is often an important estate planning goal for married couples. However, uncertainty surrounding what the…
