When a person passes away, the deceased’s assets are subject to federal estate tax if the total
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Take Advantage of Lifetime Exclusion While You Can
Estate & Trust Planning Strategies: Power of Appointment and Disclaimer Trust Explained
In one of our previous articles, we covered the topic of disclaimers as an excellent post-mortem tax
The Impact of Power of Attorney and Understanding the Differences
We often get questions about what to do when a person wants to give up their authority
The Trust “Oil Change” – Reviewing and Updating Your Trust
As one annually services their automobile for an oil change and routine maintenance, it is also prudent
Benefits of Disclaimers in Post-Mortem Estate Planning
When considering the creation of a will or a trust, one usually thinks about pre-death planning. However,
What is a SLAT?
A Spousal Lifetime Access Trust (SLAT) is a trust established between spouses. Essentially, one spouse gives the
Common Ways to Hold Title in California
We often get questions from clients on how to hold title to property they are about to
Uncommon Trusts
In our last article in this series, we covered the different types of trusts that can be
Get Organized with KROST’s Will & Trust Asset Legacy Planner
Please note the following updates for 2022 Estate and Gift Exclusions: Estates of decedents who passed away
Types of Trusts
In the last article in our series, we covered the benefits a trust offers for creators and
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