July 22, 2022 •
Estate Planning Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
Read MoreJuly 19, 2022 •
Estate Planning Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
Read MoreJuly 13, 2022 •
Estate Planning The primary advantage of naming TOD beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.
Read MoreJuly 12, 2022 •
Estate Planning Of course, just because you have a living trust doesn't mean you're all set. Here are a few of the most common mistakes people make with their living trusts.
Read MoreJune 22, 2022 •
Estate Planning Signing a prenup doesn’t indicate that you don’t have faith in your marriage, just like buying car insurance doesn’t mean you expect to get in a crash.
Read MoreJune 9, 2022 •
Estate Planning There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.
Read MoreJune 8, 2022 •
Estate Planning Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
Read MoreMay 26, 2022 •
Estate Planning Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
Read MoreApril 13, 2022 •
Estate Planning When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
Read MoreApril 6, 2022 •
Estate Planning It’s an important task that is easy to procrastinate. However, here is why you shouldn’t:
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