Why Factoring Long-Term Care Into Your Estate Plan Pays Off

For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. But that misses one pretty significant consideration: the need to plan for long-term care. The last thing any of us want to contend with when a health issue arises later in life … [Read more...]

What is a Qualified Personal Residence Trust?

A Qualified Personal Residence Trust (“QRPT”) permits you to transfer ownership of your residence to your family during your lifetime but still retain the exclusive right to live in the residence, while reducing the size of your estate for estate tax purposes. This type of trust is specifically … [Read more...]