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George Clooney’s New Movie

George Clooney is starring in a movie about a family trust. Yes, you read correctly. “The Descendants” offers a great depiction of what the Trust industry is all about. The film comes from the creators of“Sideways” and “About Schmidt.” It tells a humorous and tragic...

Could a Crummey Trust Still Work Under Today’s Tax Laws?

Sometimes, the old ways are best. Crummey Trusts—named after D. Clifford Crummey who won a fight with the Internal Revenue Service in the 1960s—are designed to protect life insurance from federal estate taxes. Many advisors are saying that this strategy makes a lot of...

Why Every Business Owner Needs a Living Trust

Control By the Right People, Not the Judge! The first reason has to do with running the business. If you are a business owner, you need to address the issues of disability income in case of incapacity. In addition, you need to address issues such as life insurance for...