Educate and update your extended family about your wealth transfer goals and the plan you have put in place to achieve these goals.

The death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close...

Don’t Let Creditors Inherit from You or Your Spouse

How your accounts are owned makes a big difference in estate planning. The main objective is usually to ensure that no accounts and...

When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think...

Estate Planning: 3 Reasons We Run the Other Way

Revocable Trust v. Irrevocable Trust: Which is Best for You?

Myths A family member acting as successor trustee does not receive compensation. This is false. The relationship between the trust maker...

When establishing a trust, you must give serious thought to who you choose as your successor trustee—the person who will manage, invest,...