- Guardian Appointment Clauses for Children: Enables you to specify a guardian for your children. You can also designate multiple guardians and alternate guardians to serve as backup should your first choice become unavailable.
- Testamentary Trust Provisions: Typically used for minor children, a Testamentary Trust safeguards the financial interests of beneficiaries. This clause enables you to have provisions for specific timing of distribution (for example, when they reach a certain age, finish college, etc.)
- Credit Shelter Trust: A Credit Shelter Trust can effectively double a couple's estate tax exemptions. A properly executed Credit Shelter Trust allows you and your spouse to pass any amount up to the maximum allowed (differs year to year) of their estate tax-free to your heirs.