Tag Archives: trust

Could Your Heirs or Beneficiaries Receive a Smaller Inheritance Than You Thought?

Most people don’t look forward to the death of a loved one, but they may have thought about a possible future inheritance.

The reality is, that when someone passes, one of the first things heirs and beneficiaries want to know is the overall value of the deceased’s estate. Generally, the executor or trustee is required to...
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Is Your Estate Plan Unfinished? Resolve to Get it Done in 2022.

You probably don’t want to make a resolution that requires you to think about your own mortality and what will happen when you’re gone, but if you haven’t finished your estate plan, it’s definitely something you need to put on your To-Do list for 2022.

Because the reality is that a half-finished estate plan is as...
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Buyer Beware: How to Avoid Estate Planning Scams

Imagine if you had spent thousands of dollars on an estate plan, and when the time came – that protection you put so much work into didn’t actually exist?

Unfortunately, this happens more than it should to victims of estate planning schemes. According to a report conducted by the U.S. Consumer Financial Protection Bureau of people...
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Seven Tips to Avoid Family Fights Over Property

Ask a group of friends if they have experienced a family fight over property after a loved one has died, and you will be in for a lively and eye-opening conversation.

Far too many families end up fighting, or at least experiencing tension, over a family inheritance. But it does not have to be that way....
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