You have heard many people refer to trust as a great planning tool for your estate. It provides opportunities for so many different things, such as long-term care planning, tax planning, and probate avoidance. While you consider meeting with an…
We often think of estate planning as a way for us to protect our wishes and our vision of how we want to leave behind our legacy. However, when we take the time to think about it, we realize there…
Unfortunately, heirs may not always be content with the assets or amount of money left to them in a Will or Trust. Once the Testator or Grantor passes away, there is not much they can do to prevent their heirs…
Russo Law Group Invites You to Attend this Hands-On and Interactive Presentation on “What Do You Need To Do Before Meeting With The Estate Planning Attorney?” Russo Law Group, P.C. is dedicated to providing peace of mind to you and…
A trustee serves a very important role in the care and control over the trust estate; therefore, the person or entity you choose to be your trustee is very important. A trustee holds legal title to the trust’s assets and…
A Charitable Remainder Trust (CRT) is an irrevocable trust that allows a person to donate money to a charity while generating an income for either the donor or other beneficiaries with the remainder of the donated assets going to a…
The Probate Process – What You Need To Know Marie Elena Puma joined Hilary Topper on her talk show, Hilary Topper on Air. During this show, Marie Elena discusses Frequently Asked Questions on Probate. Here are some of the questions she…
Trusts – Do You Need One? Frank L. Buquicchio joined Hilary Topper on her talk show, Hilary Topper on Air. During this podcast, Frank discusses how a Living Trust can be an invaluable planning tool. Trusts can be utilized for a…
Recently I received a telephone call from a client looking to sell their home. The home had been transferred to a trust years earlier and they wanted to know if they would qualify for the $250,000 (per resident owner) capital…
Kelly is 24 years old. She is on the autism spectrum and is receiving SSI. She is doing her best to be independent, but the monthly stipend is limited and it is difficult to live on her own with minimal…