Tag Archives for " Wills and Trusts "

Jul 23

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved – Part 2

By de Jesus Law Group

Being asked to serve as trustee can be a huge honor—but it’s also a major responsibility. Indeed, the job entails a wide array of complex duties, and trustees are both ethically and legally required to effectively execute those functions or face significant liability. To this end, you should thoroughly understand exactly what your role as trustee […]

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Apr 13

The Key Differences Between Wills and Trusts

By de Jesus Law Group

What are the key differences between wills and trusts? When discussing estate planning, a will is what most people think of first. Indeed, wills have been the most popular method for passing on assets to heirs for hundreds of years. But wills aren’t your only option. And if you rely on a will alone to […]

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Feb 23

Common Estate Planning Issues You Must Navigate When Contemplating a Second (or More) Marriage

By de Jesus Law Group

These days, second and even third marriages are fairly commonplace. And the estate planning issues that arise from multiple marriages can be highly complex and confusing. So, how do you navigate estate planning for a blended family? Merging two families into one presents unique legal and financial challenges that can cause significant conflict and distress unless […]

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Feb 16

How Will The New Tax Law Effect Your Family

By de Jesus Law Group

President Trump signed the new Tax Cuts and Jobs Act bill into law on December 22, 2017, and the law includes a number of historic changes to the federal tax code. However, the vast majority of the most dramatic changes are aimed at business taxation, not individual taxpayers. So, how will the new tax law […]

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