Tag: guardianship

Estate Planning, Families with Minor Children, Guardians

Do I really need estate planning?

Lori Vella

This is a confusing question for some people. The truth is that estate planning truly benefits rich, married people. There are a lot of tactics that can be used to make sure each spouse avoids estate tax, defers it as long as possible, or benefits from the marital deduction and generation-skipping trusts, to name a… Continue reading Do I really need estate planning?

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Families with Minor Children, Guardians

What are the best ways to give an inheritance to your minor kids?

Lori Vella

This is a very important blog post. I probably get asked this question more than any others, so thought I would address it for others that may also have this question. First, keep in mind that custody of your kids, and custody over their “property” or money are two different things. This blog addresses the… Continue reading What are the best ways to give an inheritance to your minor kids?