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Month: October 2014

October 27, 2014

Are trusts obsolete?

In a recent WSJ Wealth Advisor article, The New Rules of Estate Planning, Laura Sanders asks, essentially, whether revocable trust based planning has…

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October 23, 2014

Trust decanting explained

Trust-decanting gains favor. In a recent WSJ.com Wealth Advisor article, trust decanting is discussed and explained.  Decanting is “pouring” one trust into another new…

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October 14, 2014

What incentives should my trust include to motivate my children and grandchildren?

In defense of incentive trusts. Some estate planners discourage use of  incentive trusts, which require heirs to meet certain conditions. But New Jersey-based…

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