by Carolyn Duncan | Jun 2, 2026 | Estate Planning, Asset Protection
At Duncan Legal, PC, many clients ask whether they can simply give money or property to children, grandchildren, or other loved ones without creating tax consequences. While gifting can be a valuable estate planning strategy, the rules surrounding gifts are often...
by Carolyn Duncan | Apr 22, 2026 | Estate Planning, Asset Protection, Trust Administration, Trusts
Choosing the Right Support for Your Trust and Your Family When creating a trust, one of the most important decisions you will make is who will serve as your trustee. This person or entity is responsible for managing assets, following your instructions, and acting in...
by Carolyn Duncan | Mar 11, 2026 | Estate Planning, Asset Protection
Why Estate Planning Matters During Times of Financial Uncertainty When markets fluctuate, interest rates shift, and headlines warn of recession or inflation, many people begin to feel uncertain about their financial future. For older adults and their families,...
