Family-Focused Estate Planning Get Started Today

Blog

Moses Estate Planning, PLLC 

Differences Between Revocable and Irrevocable Trusts

Even if you know you need an estate plan in place, it’s often hard to know exactly what documents you’ll need and how to set them up to ensure your loved ones are taken care of after you pass away. Most people begin estate planning by writing a simple will, and while this is a great first step, it often won’t give you the protections and flexibility that a trust can.
Read More
Moses Estate Planning, PLLC

Differences Between a Will and a Trust

If you are thinking about creating an estate plan, you have probably come across such terms as “will” and “trust.” However, you may not understand the difference between a will and trust.
Read More
mosestrusts

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 benefits apply not only after your death, but also during your lifetime.
Read More
mosestrusts

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.
Read More
Moses Estate Planning

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 their investment and retirement accounts dwindle—there is another way COVID-19 can wreak havoc on American’s finances: lack of incapacity planning.
Read More
Moses Estate Planning

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 state-charted entity that is created by the family.
Read More
Moses Estate Planning

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 maturity so that an inheritance remains a blessing and not a curse.
Read More