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Families who own homes or land in more than one state often face added complexity when planning for future transfers. Since each state has its own probate rules, tax structure and property laws, a plan that works well in one jurisdiction may create delays or added...
A trust can be added to an estate plan to protect assets from probate, estate taxes and debt collectors. Assets in a trust are managed by a trustee, and it’s critically important to make sure that you choose the right party for that role. Before choosing your trustee,...
For wealthy couples who are doing their estate planning, there can be some concerns over how beneficiaries will use their inheritance. Perhaps you are drafting your estate plan in your 50s, and you have a child who is technically a legal adult, but they are still in...
Blended families often have strong bonds, complicated histories and financial details that do not fit neatly into a basic estate plan. A second marriage, children from prior relationships, stepchildren, jointly owned real estate and business interests can all raise...
It is important to review your estate plan every few years to make sure that it is still relevant for your family. A good rule of thumb is to conduct this review every 3 to 5 years. After all, doing estate planning early is typically wise because you can never predict...
Building significant wealth often takes years of careful planning and steady effort. Protecting that wealth calls for the same level of intention. For families with high-value assets, estate planning is not only about future transfers. It is about reducing risk,...
Planning to hand off a business to a family member represents both a professional milestone and a deeply personal journey. After years of building your enterprise with dedication and vision, you're ready to transition ownership to the next generation. Such a feat...
Estate plans can be challenged by multiple different parties. That said, it is not an option for everyone. Just because someone thinks that an estate plan seems problematic does not mean that they can initiate an official legal challenge. They must be an interested...
A trust is often created to help make sure assets are protected and passed on according to specific wishes. But life is unpredictable, and sometimes a person named in the trust may pass away before the trust’s terms are fully carried out. Therefore, knowing the...
Trusts are a cornerstone of the estate planning process. Individuals who want to ensure the management of their estate and protect their loved ones can benefit from establishing a trust. As a guarantor, when you establish a trust, you create an untouchable account to...