August 18, 2022 •
Estate Planning 
One type of trust, the qualified perpetual trust, can be used to pass assets down to your beneficiaries, decade after decade.
Read MoreAugust 17, 2022 •
Estate Planning 
Q: Is there a difference between a ‘living will’ and a ‘do not resuscitate’ order? A living will is a written statement describing a person’s wishes about receiving life-sustaining medical treatment in case of a terminal illness if they are near death or in a persistent vegetative state.
Read MoreAugust 16, 2022 •
Estate Planning 
When it comes to a power of attorney document, you don't seem to need it – until you suddenly, desperately do.
Read MoreAugust 15, 2022 •
Estate Planning 
Life insurance is designed to protect your loved ones’ financial security if you pass away.
Read MoreAugust 12, 2022 •
Estate Planning 
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
Read MoreAugust 11, 2022 •
Estate Planning 
An estate plan, including a will and other important documents, is good preparation, especially for caregivers of people with special needs.
Read MoreAugust 10, 2022 •
Estate Planning 
Amid the rise of digital estate planning startups are ethical debates about what should happen to digital lives living on the cloud. These private and sometimes intimate exchanges will live on, long after their creators have passed. Do you want your descendants to get to know you through a chatbot created by using social media, messages and voice recordings?
Read MoreAugust 9, 2022 •
Estate Planning 
A testamentary trust can control your assets after death. However, there may be a better option available, experts say.
Read MoreAugust 8, 2022 •
Estate Planning 
I’m looking for guidance on where to start with planning, in case something happens to me or my spouse.
Read MoreJuly 29, 2022 •
Estate Planning 
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
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