How Much Should a Trustee Be Compensated?
Serving as a trustee of a trust can be a huge responsibility, so trustees are entitled to compensation for their […]
How Much Should a Trustee Be Compensated? Read Post »
Estate Planning
Why You May Need a Trust in Addition to a Power of Attorney
A durable power of attorney allows you to appoint someone you trust to step in for you to handle financial and legal matters if you become incapacitated. We all are at risk of incapacity from illness or injury, whether temporary or permanent.
Why You May Need a Trust in Addition to a Power of Attorney Read Post »
What to Do About an Unwanted Inheritance
Most people who receive an inheritance are honored, but for some, it can be more of a burden than a blessing.
What to Do About an Unwanted Inheritance Read Post »
Estate Planning in the Age of Stepfamilies
More than 4 in 10 Americans have at least one step-relative in their family – either a stepparent, a step
Estate Planning in the Age of Stepfamilies Read Post »
Make Reviewing Your Estate Plan One of Your New Year’s Resolutions
The beginning of a new year is a good time to take a look at your estate plan to make sure it is up to date. Less than half of people actually have any estate planning documents in place and many of those people may have outdated documents.
Make Reviewing Your Estate Plan One of Your New Year’s Resolutions Read Post »
A Way to Lock in the Current Estate Tax Exemption to Benefit Your Spouse
With the fate of the estate tax exemption uncertain, you may want to use the current large exemption to transfer
A Way to Lock in the Current Estate Tax Exemption to Benefit Your Spouse Read Post »
Make Sure Your Estate Plan and Other Essential Documents Are Safe from Disasters
It’s an unfortunate reality that with the increasing number of natural disasters across the country, including fires, floods, and hurricanes,
Make Sure Your Estate Plan and Other Essential Documents Are Safe from Disasters Read Post »
What Is a Fiduciary and What Are Its Obligations?
When you need someone else to care for money or property on your behalf, that person (or organization) is called
What Is a Fiduciary and What Are Its Obligations? Read Post »
Be Careful Not to Name Minors as Your Beneficiaries
Most people want to pass their assets to their children or grandchildren, but naming a minor as a beneficiary can
Be Careful Not to Name Minors as Your Beneficiaries Read Post »