Just because someone is trustworthy doesn't mean they're the right choice. Consider whether your intended executor or trustee ...
I am a trustee of a new trust for a young relative who is 15 years old. I expect the trust to be funded with approximately ...
Learn how trust funds work, their benefits, and the differences between revocable and irrevocable funds. Understand how they manage and protect assets for beneficiaries.
When an adult inherits money, there is often freedom in how they can use it, unless specified otherwise through a will or ...
Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...
Estate planners need to rethink how they draft choice of situs provisions as reforms finally modernize 55-year-old trust law ...
For individuals with disabilities, an inheritance or settlement can jeopardize a their government benefits, such as Medicaid and Supplemental Security Income (SSI). A special needs trust (SNT) can ...
Estate planning varies by individual. Wills are public, slow, and only control assets in your name, while revocable trusts ...
Last month I explored the potential advantages of naming a corporate trustee, acknowledging that the decision is ultimately a matter of personal preference. In this second part of a two-part, ...
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