Month: October 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…
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…
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…