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Qualified Personal Residence Trusts

Our uncertain estate-tax environment has made traditional estate planning more complicated than ever; however, there are still some estate planning tools that are worth considering. The qualified personal residence trust (QPRT) is one such tool.

Is a Revocable Living Trust Right for You?

Revocable living trusts are becoming more popular. While revocable living trusts can provide an easy and efficient means for holding and managing assets, they may not always be necessary.

Owning a Home: Retirement & Estate Planning Considerations

With home ownership at its highest level ever and a generation of Baby Boomers nearing retirement, many Americans will want to start thinking about how their home fits in to their retirement and estate plans. Surprisingly, there are a number of options that are often overlooked.


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