A trust is not only a tool for the wealthy. In addition to serving many functions, they solve specific problems relating to the dynamics of families that have little to do with wealth. Do you want to keep your affairs…
The idea of leaving your property to your heirs might seem straightforward. You make a will or a trust, you do a transfer-on-death deed for your real estate, you put your kids on your bank account, you designate beneficiaries for…
There are specific and quite different benefits to wills and trusts in relation to estate planning. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however, the information in…
Your estate planning journey may still be in the planning stages or you may have just begun to consider where to start. You may be wondering how your assets should be dispersed and who should be responsible for it. A…
Successfully addressing and legally formalizing inheritance of family values and assets can be challenging, especially if parents wait too long to begin instilling family values. Undoubtedly the best time to teach and empower your children as eventual inheritors of your…