
Pre-Election Estate Planning Includes a Vast Variety of Trusts
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
During estate planning, one of the situations that you must plan for is the possible sale of real estate, artwork, and especially operating family businesses. What is sometimes overlooked in planning is what happens after there has been such a sale.
Estate planning is the process of arranging who will receive your assets when you die.
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
The distribution of some of our assets can be governed by contracts. Examples of these contracts include life insurance, investment accounts, bank accounts and trusts.
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
As part of your estate planning, don’t forget to consider a power of attorney.
Part of estate planning includes helping with the ever-escalating costs of education for children and grandchildren.
A will is just one of several legal documents that help your loved ones know your end-of-life wishes.
My daughter, my only child, recently married a nice man. However, he is not responsible with his finances. I don’t want my son-in-law to have any access to her money or through a divorce via equitable distribution.
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