On behalf of Moses Estate Planning | Aug 26, 2019 | Estate Planning
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...
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...
On behalf of Moses Estate Planning | Mar 11, 2019 | Estate Planning
A kind reminder to fellow Estate Planning and Tax practitioners that March 15th is the deadline for filing IRS Form 3520-A, the Annual Information Return of Foreign Trusts with a U.S. Owner (or filing an extension via form 7004). The IRS requires the 3520-A to be...
On behalf of Moses Estate Planning | Mar 8, 2019 | Estate Planning
In a nutshell, wills are simpler, shorter, and often times less costly. A properly drafted Will allows you to pick the beneficiaries you want to inherit your property at your death. However, a Will still has to run through the Probate system, which can cost time and...
