Tag Archives for " Wills and Trusts "

Apr 13

The Key Differences Between Wills and Trusts

By Joe Pujol

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 Joe Pujol

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 Joe Pujol

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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