Month: March 2024

Decanting a trust is a legal process through which assets from one trust are poured (transferred) into a new trust with different terms. This process allows trustees to modify or update provisions of an irrevocable trust provided that certain conditions are met. The...

The loss of a spouse is a deeply emotional experience. In addition to grieving, there are practical matters that may need to be addressed, including updating your estate plan. Among other things, an estate plan may outline how your assets will be distributed after...