by jeanie | Apr 23, 2023 | Estate Planning
Caroline and Connor Morrison were loving parents to three young boys. However, in June 2010, their lives were tragically cut short in a car accident. While their sons survived the accident, Caroline and Connor did not. This was just the beginning of a difficult...
by jeanie | Apr 23, 2023 | Estate Planning
There was a family of three. The mother had two children, a son Adam and a daughter Ada. They lived happy life together and didn’t really worry about the future. They assumed that things would fall into place naturally. Dementia Unfortunately, one day, the...
by jeanie | Apr 23, 2023 | Estate Planning
The Inheritance Christine, David, and Justin inherited $400,000 each from their father after his death. Unfortunately, their father’s poor planning led to unexpected consequences. Their father made a simple plan which lacked extra protections. Under his plan,...
by jeanie | Apr 23, 2023 | Estate Planning
True Story When my son Bob was only 3 years old, I was out to dinner one night with my husband. That was in 2020. As we were eating, it occurred to me that my baby boy was home with a 16-year-old babysitter, While l had created an estate plan, I realized that if...
by jeanie | Apr 23, 2023 | Estate Planning, Law Blogs
WHTA’S A/B TRUST? WHAT’S CLAYTON QTIP? A/B trusts and Clayton QTIP are estate planning tools that can help couples reduce estate taxes and preserve their assets for their heirs. Here is an overview of each trust: A/B Trust: An A/B trust, also known as a bypass trust...
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