October 9, 2020 •
Estate Planning ![]()
Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.
Read MoreOctober 8, 2020 •
Estate Planning ![]()
For most of us, considering the distribution of the property we have accumulated over our lives is a painful reminder of our mortality.
Read MoreOctober 7, 2020 •
Estate Planning ![]()
The availability of long-term care insurance policies is continuing to decline, even as the need for such care is growing, an interagency task force led by the Treasury Department has said.
Read MoreOctober 6, 2020 •
Estate Planning ![]()
Unfortunately, due to hidden resentments, siblings still tend to end up in court suing each other and losing great chunks of their inheritance in the process all too frequently.
Read MoreOctober 5, 2020 •
Estate Planning ![]()
Tenancy by the entirety, commonly abbreviated as TBE, is an ownership structure for real estate that's used when the owners are a married couple. Under a TBE arrangement, each spouse owns an equal interest in the property, and the property will transfer seamlessly to the surviving spouse, in the event of one spouse's death.
Read MoreOctober 2, 2020 •
Estate Planning ![]()
If you decide to leave assets in a trust for your beneficiaries, consider your designation of trustee carefully. The most important person in the trust framework is the trustee, the one responsible for managing trust assets.
Read MoreOctober 1, 2020 •
Estate Planning ![]()
If you have lost your spouse during this time, there are so many issues you must address–funeral arrangements, meeting with lawyers and accountants and dealing with finances. All of this comes on top of dealing with the emotional loss.
Read MoreSeptember 30, 2020 •
Estate Planning ![]()
To ensure your estate is settled in the way you want, it's wise to do a bit of extra planning to keep your documents up to date.
Read MoreSeptember 29, 2020 •
Estate Planning ![]()
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
Read MoreSeptember 28, 2020 •
Estate Planning ![]()
My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.
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