Tag: Ownership

We Want to Draft Your Legacy

Beneficiary Controlled Trust May Be Answer to Protecting Legacy

October 7, 2021
Life is messy sometimes. Divorce, bankruptcies and lawsuits happen. They can potentially wipe out the inheritance you’ve carefully set aside for your loved ones. However, there are many trust options to help keep life from ruining your legacy.
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Does Your Estate Have to Go Through Probate?

August 26, 2021
Every estate that holds titled property must be probated if title to that property is not transferred using some other wealth transfer method.
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What Is Family Business Succession Planning?

April 28, 2021
If you plan to pass your business to your offspring, there is more to keep in mind when creating your succession plan than your descendants—there are also their spouses—especially if they become ex-spouses.
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