Our Trust Obligations

“To the Lord your God belong the heavens, even the highest heavens, the earth and everything in it.” Deuteronomy 10:14 NIV. In other words, we hold everything we consider ours in trust for God and each other. Let’s do our best to be good trustees.

Understanding the Role and Responsibilities of a Fiduciary in Estate Planning

A fiduciary is an individual or institution that acts on your behalf and puts your interests first when making decisions. Unlike other companies that promise to put the customer first, those acting as a fiduciary are legally obligated to do so. There are many different jobs that require people to operate as a fiduciary, including […]

Introduction to Crummey Trusts

There are many different types of trusts that people can use as part of their estate plan, some more well-known than others. One such trust is known as the “Crummey” trust, named for the case of Crummey v. Commissioner, 397 F.2d 82 (9th Cir. 1968). A Crummey trust is an irrevocable trust that enables annual […]

5 Key Benefits to Hiring an Attorney for Your Real Estate Purchase

There are some situations where hiring an attorney is a natural move: a contentious divorce, battle over custody, or a criminal arrest. When it comes to buying a house or other piece of real estate, though, not everyone hurries to call an attorney. Perhaps they assume that advice from homeowner friends, combined with a lot […]

A Brief Introduction to the Charitable Remainder Trust

Since 1969, many people have used charitable remainder trusts, or CRTs, to maximize their incomes, minimize taxes, and support charities that have special meaning for them. At one time, they were regarded as simply another medium for the wealthy to make large donations. Nowadays, people with modest estates also use them to donate small amounts […]