What are Trustee Fees?
When creating an estate plan, it may be necessary to name a trustee to handle your assets.
Estate Law Blogs & News
How to Choose a Trustee
Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.
Can There Be Unequal Distributions in an Estate Plan?
For most of us, considering the distribution of the property we have accumulated over our lives is a painful reminder of our mortality.
How Important Is Estate Planning in the Pandemic?
Planning for unfortunate events is particularly critical in the era of Covid-19.
How to Protect Your Estate from Unintended Heirs
What happens when a decedent’s will or trust does not provide for a decedent’s child?
Locking in Unused Federal Estate Tax Exemption
If you have lost your spouse during this time, there are so many issues you must address–funeral arrangements, meeting with lawyers and accountants and dealing with finances. All of this comes on top of dealing with the emotional loss.
How 401(K) Beneficiaries Work with Your Estate Plan
To ensure your estate is settled in the way you want, it’s wise to do a bit of extra planning to keep your documents up to date.
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.
Is a Family Office Structure Good Estate Planning?
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.
What Is Estate Planning and Is It for Everyone?
Estate planning is the process of arranging who will receive your assets when you die.
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