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Tricks to Circumvent UTMA (Uniform Transfers to Minors Act) Account Regret:

On behalf of Moses Estate Planning | May 25, 2019 | Firm News

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...

Revocable Living Trusts and the Trustee: Who Should I Pick as Successor Trustee?

On behalf of Moses Estate Planning | May 10, 2019 | Estate Planning

The Trustee of a Trust is the person in charge, the manager, the mover and shaker when it comes to fulfilling the intent of the Trust. The Settlors (those creating the Revocable Living Trust) will need to consider and ultimately pick who will be the Trustee of their...

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