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Health and Education Exclusion Trusts (HEET)

The Health and Education Exclusion Trust (HEET) is a dynasty trust intended to pay medical and tuition expenses of persons two or more generations younger than the person who creates the trust. Usually, grandparents create a Health and Education Exclusion Trust for...

Did you have a good summer?

We spent 2 weeks driving to New York to see James’ brother, who is in the marines. Mike met us in Sandusky, Ohio where we spent 2 days at an amusement park. It was really nice to have 80 degree weather. The amusement park is on Lake Erie, so there was a beautiful view...