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Trusts
Trusts aren’t just for the wealthy. They offer practical benefits for many families, from avoiding probate to protecting a loved one’s inheritance. The right trust depends on your goals and circumstances.
A Revocable Living Trust is a tool that helps North Carolina families keep control of their property while they are alive and well, transition management of their affairs if they become incapacitated, and transfer property
- Rania Combs
When clients ask whether a trust might be right for them, one of the first things we talk about is what actually makes a trust valid under Texas law. Many people assume trusts are complicated
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When I suggest a Crummey Trust to clients, I often get a smile and a puzzled look. “Why would I want a crummy trust?” they ask. Despite the name, a Crummey Trust is a practical
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If you have a large retirement asset that you intend to pass to your beneficiaries in trust, consider updating your estate plan to include Beneficiary Deemed Owner Trusts (BDOT) provisions. In the wake of the
- Rania Combs
Texas is one of 12 states that have an income cap to qualify for Medicaid long-term care. That means some people who need nursing home care have too much monthly income to qualify for Medicaid,
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- Rania Combs
A spendthrift trust is a powerful estate planning tool that can help safeguard inheritances for beneficiaries who may be prone to poor financial decisions. Whether due to immaturity, addiction, or other personal struggles, some beneficiaries
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- Rania Combs
If you have a large retirement asset that you intend to pass to your beneficiaries in trust, consider updating your estate plan to include Beneficiary Deemed Owner Trusts (BDOT) provisions. In the wake of the
- Rania Combs
An Irrevocable Life Insurance Trust, or “ILIT” is an irrevocable trust that own life insurance. Historically, Americans have used ILITs as a vehicle to make gifts to beneficiaries that take advantage of the annual gift
- Rania Combs
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Topics
- Estate Planning119
- Wills59
- Probate and Estate Administration45
- Powers of Attorney45
- Intestacy34
- Gift and Estate Tax32
- Trusts27
- Newsworthy27
- Choosing a Guardian24
- Wacky Wills22
- The Risk of DIY Planning17
- Odds and Ends17
- Special Needs Trusts13
- Retirement and End of Life Planning13
- Transfer on Death Deeds12
- Incapacity10
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From simple wills to complex trust plans, clients consistently note Rania’s responsiveness, clarity, and care throughout the process.