What Happens If a Trust Is Invalid?
This case should be required reading for any person who has an interest in an entity or a trust.
Why Should I Name a Beneficiary?
Lewis established an irrevocable trust, in which he named ‘his son’s spouse’ as a beneficiary. At the time Clark, the son, was married to Vivian.
What a Will Can and Cannot Do
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
What Planning Should I Do in My 50s?
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
Can I Avoid Password Problems for My Family in Estate Planning?
Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.
Why Do I Need an Estate Planning Attorney?
These are among the things an estate attorney can help you with planning. That’s why it’s essential to ensure you have one by your side, if you’re leaving an inheritance behind.
Is Succession Planning for Business Owners a Good Idea?
In coming years, millions of Baby Boomers — those born between 1946 and 1964 — are expected to retire in the U.S. In fact, by some estimates nearly a quarter of this country’s population will be aged 65-or-older within a few decades.
Is It Better to Inherit Stock or Cash?
If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.
Should Young Adults have a Will?
Millennials are finally embracing one of the cornerstones of adulthood, by writing their wills.
Do I Need a Non-Grantor Trust for Estate Planning?
One of the most useful estate planning tools is a trust, which can be used to create a legacy of wealth and protecting assets. One question to consider when creating one, is whether a grantor or non-grantor trust is more appropriate. A non-grantor trust is any trust that is not a grantor trust.
