Moses Estate Planning Blog
What is a Gun Trust and Do I Need One?
When it comes to estate planning, many people are familiar with trusts as a way to safeguard and transfer property such as real estate and investments. A gun trust is a separate entity all together and another valuable tool that offers tremendous advantages. Its...
5 Reasons Estate Planning Can’t Wait
Let’s face it – talking about death isn’t exactly the most enjoyable topic. Most people like to imagine it happens when one is old, wrinkly, and sleeping soundly while snuggled in bed. Others refuse to think about it at all and are at a disbelief of their own...
Four Reasons Your Will May Be Contested in Court
Having an updated last will and testament is more important than ever, especially now. However, a will that is poorly created or not frequently updated can be vulnerable to contestation. What is contestation? It is the formal objection to a will’s (or trust’s)...
Don’t Risk it: Protect Your Finances From Coronavirus Complications
Many Americans spend a lot of time and effort in managing their finances. While most are worried about how the coronavirus (COVID-19) will impact their income—whether that’s because they are temporarily furloughed, find themselves suddenly without a job, or watching...
Preparing for Coronavirus: The #1 Legal Document Every Adult Needs to Have
As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you don’t have to feel helpless during this pandemic. In fact, now is a great time to be proactive and plan ahead should you or a loved one fall ill. One of the most...
Single Family Private Trust Companies
Families with substantial wealth looking for fiduciary services may wish to consider forming a Private Single Family Trust Company as an alternate option. A Private Single Family Trust Company exists to provide fiduciary services to the family’s trust(s) and is a...
Validity of Conditional Gifts: You Only Get This If…
A conditional gift can be as simple as requiring a beneficiary to reach a certain age before he or she receives a gift from a will or trust. A conditional gift such as this can be important to ensure a young beneficiary has obtained a proper level of financial...
Domestic Asset Protection Trusts: Connecticut Enters the Playing Field
As domestic self-settled spendthrift trusts (AKA Domestic Asset Protection Trusts, or DAPTs) become more popular as asset protection structures for those with increased assets or exposure to liability generally, more states are hopping on the band wagon and enacting...
Incorporating Crypto and Electronic Assets into your Estate Plan:
At the end of the day, the Executor or Trustee of your estate is going to need to know what asset you have, and more importantly, how to access these assets. Because Crypto and other electronic assets typically involve crypto keys, it is very important that you make...
Tricks to Circumvent UTMA (Uniform Transfers to Minors Act) Account Regret:
Parents, grandparents, and anyone who was funded a UTMA account! Are you aware that once a minor of a UTMA account reaches the age of majority (18 most states), he or she has the absolute right to withdraw all assets without any strings attached? This article...
