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Estate Planning

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  • How to Set Up A Credit Shelter Trust

    A credit shelter trust is a trust that allows a married investor to avoid estate taxes by opening and setting up a credit shelter trust. This trust will pass on all assets to an heir, however,...

  • How to Set Up a Testamentary Trust

    Many parents set up a testamentary trust to ensure their minor children (in the name of their guardians) receive a steady income. Other reasons to set up a testamentary trust include caring for a...

  • How to Set Up a Delaware Trust

    The state of Delaware offers two main incentives for utilizing public financial services. First, Delaware does not impose taxes on trusts. Second, the privacy Delaware affords those setting up...

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