Why Should Married Couples Consider a Joint Revocable Trust?

Why Should Married Couples Consider a Joint Revocable Trust?

Married couples can sometimes find estate planning via a revocable living trust to be complicated. It often involves establishing two trusts and separating jointly-owned assets so that the intended planning for the couple’s assets can take effect regardless of...
4 Estate Planning Myths That Refuse to Die

4 Estate Planning Myths That Refuse to Die

An article published in Forbes (May 5, 2019) debunks 4 estate planning myths.  Our estate planning attorneys agree.  Whether you are starting an estate plan from scratch or have a reason to update the one you have in place, Sanford, Pierson, Thone & Strean, PLC...

IRS Blesses 2nd Marriage Planning Technique for IRA

The following article was written by Charles (Chuck) Rubin for JDsupra.com.  It details a new estate planning technique approved by the IRS that may prove useful to individuals in second marriages. A common issue in planning for marriages with prior children is how to...