Category: Trusts

Trust Mill Attorney Disbarred

By Jeremy A. Wechsler, Esq. Your Estate Planning Attorney Beware of Trust Mills: Trusts mills are companies that sell trusts to senior citizens, without consultation by a lawyer. The motivation behind trust mills are two-fold: First, they charge a significant amount of money for un-customized documents that do a disservice to clients. Second, the companies,…
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August 14, 2014 0

What’s better: A Stretch IRA or Life Insurance?

Ed Slott is probably the most well-known IRA expert in the country.  I’ve had the pleasure of breaking bread with Ed several times over the past ten years and enjoy not only his huge reservoir of IRA knowledge but his keen sense of humor.  Rarely does a weekend go by that Slott isn’t quoted in…
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August 14, 2014 0

Beneficiary Controlled Trusts

By Jeremy A. Wechsler, Esq., Your Estate Planning & Asset Protection Attorney Asset protection is no longer for the super wealthy. In today’s world, consider how common the following events are: divorce, bankruptcy, foreclosure, lawsuits, creditor problems, addictions, special needs, and an inability to manage money properly. While you’re putting together your estate plan, you really…
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August 9, 2013 0