by Paige Fuoco | Aug 31, 2021 | Estate Planning, Trusts
With the federal estate tax exemption possibly about to be lowered, it may be time to think about steps you can take to keep your estate from being taxed. An irrevocable life insurance trust allows you to pass on money to your heirs while avoiding both the federal...
by Paige Fuoco | Aug 24, 2021 | All Articles, Estate Planning, Family Law, Power of Attorney, Probate, Trusts, Wills
Summer is winding down and if you are one of the lucky ones, you got to spend some time at a family vacation home. How do you make sure your children and grandchildren can enjoy that second home as much as you did? The question for owners of vacation homes in planning...
by Paige Fuoco | Mar 28, 2018 | Trusts
The role of trustee is an important one. As a trustee, you have the responsibility of managing the trust and fulfilling the wishes of the grantor of that trust. It’s crucial to be aware of common pitfalls for trustees to effectively carry out your duties....
by Paige Fuoco | Mar 28, 2018 | Trusts
Planning for the future can be complicated. There are so many things to consider. What do you need to do to make sure your assets are passed on to your loved ones? Should you choose a will or a trust? Although it may feel overwhelming, it is important to plan...
