Thinking of traveling? One thing that is probably not on your travel to-do list is estate planning, but it should be so you can travel with peace of mind. Here are some tips to pack away your worries before you board that flight: Complete your estate plan. If you’ve...
For many people, the basics of estate planning are simple enough, but for those families with loved ones who are disabled or have special needs, the estate planning process is more involved – and definitely more critical. The latest statistics show that five percent...
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. ...
