Beware of Trust Scams—and How to Spot Them Trusts are widely used in estate planning to protect and transfer a person’s assets (money, accounts, property, etc.), sometimes in a tax-advantaged
If you recently married or have been married for a while and have acquired additional money or property (or plan to), you have options regarding how your assets can be
Through sickness and health, thick and thin, you and your spouse have been there for each other. You may even share almost everything, including your estate plan. That plan expresses
Valentine’s Day spending totaled nearly $26 billion in 2024, including an all-time high of $6.4 billion spent on jewelry.[1] Yet many Americans report feeling disappointed that their partner did not
February, the month of love, is the perfect time to show your loved ones that you care about their financial futures. While chocolates and flowers are nice gestures, a spousal
You have meticulously created your estate plan to ensure that it includes and addresses all of your most important assets (accounts and property). You have reviewed your asset list repeatedly,
The relationship between spouses is special in all contexts, not the least of which is the estate planning context. In many instances, you can exclude people from your estate plan,
Sometimes, pet owners can get a bit creative when providing for their pets’ future care. The following three famous cases involving pet trusts offer some important lessons. David Harper and
Many of us are familiar with the story of Snow White and the seven dwarfs. Central to the story is the relationship between Snow White and her stepmother. After losing
It has been said that the only thing harder than being an addict is loving one. It can be particularly difficult for a parent to bring a child into the