If you think you only need to create discretionary lifetime trusts for young, troubled, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous lawsuits and high divorce rates,
inheritance
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When you sit down to create your estate plan, there are likely dozens of questions running through your mind. Who should get possession of your home? Who should run the family business? Will
Is your estate plan up to date? Give it this stress test to find out: 1. Do you have a will or a trust? Without your own plan you are relying on
If you are like me, you get to the last few months of the year and think about how to give gifts to your children or others that you love. Funny… the IRS
You spend a significant part of your life building your business, and it becomes a major part of your legacy. But when you die, everything you have built could fall apart if you
You found the love of your life, built a life together and have probably weathered your fair share of storms that have made you even stronger. Life without each other is inconceivable, but
The loss of a loved one comes with many unexpected challenges. Losing a beloved relative or friend can be overwhelming, and the process of handling their affairs in the wake of such a
Each person accumulates a wealth of knowledge, experiences, and values throughout the course of their life. Regardless of whether you are financially wealthy, you have a great deal to share with your loved
The traditional family structure has evolved in the US over the last several decades. According to statistics from the Pew Research Center, six out of ten women who remarry are in blended families,
When a loved one dies, their money and property has to be distributed to the appropriate people according to the will, or the state’s laws if a will is not in place. Even
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