If you own real estate, there are a number of strategies you should consider to protect your assets. If you own real estate, chances are that you have purchased insurance to protect your assets against damage or loss. Liability insurance should be your first line...
Oscar-winning actor Philip Seymour Hoffman’s will has been filed for probate. This provides yet another cautionary tale when it comes to estate planning mistakes. Read below to learn what you can do right away to make sure that your family and your wealth are...
If you have been named the executor of someone’s estate or the Trustee of a Trust, you may be unaware of all the details this responsibility entails. Most parents name a child as an executor, but seldom do children then do the necessary research to see what...
Many of you who have been asked by a family member of close friend to serve as the trustee of a trust are honored that the trust owner feels confident in relying on their good judgment to undertake this important responsibility. And it’s very likely you have no idea...
Do you consider trusts to be instruments of the wealthy? While it is true that many Americans of means have trusts to protect and pass their wealth, there are a number of reasons why trusts can also be useful for middle-class families. Here are 7 of them: 1. ...
