Trusts, Wills & Probate

Over the past few months our firm have seen an increase in people wanting to “get their lives organized” both personally and financially for peace of mind.  As a result, we have seen an increase in people meeting with us to prepare Living Trusts. A great thing about having a Living Trust is that they are flexible enough to be…Read More

On March 2, 2010 the House passed SSB 6831, which provides that the funding of credit shelter, generation skipping transfer tax, and marital trusts that use a formula based on the federal exemption amount as the reference for funding will be governed by federal exemption in place on December 31, 2009, for decedents who die after December 31, 2009 and before January…Read More

Click here to read the Association's letter to Congress: http://www.naepc.org/uncertainties_congress.pdfRead More