Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, Too
If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to [...]
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11, 2016
3
11, 2016
3 Famous Pet Trust Cases and the Lessons We Can Learn from Them
Not long ago, pet trusts were thought of as little more than eccentric things that famous people did for their [...]
29
10, 2016
An Overview of the IRC Section 2704 Proposal
Section 2704 of the Internal Revenue Code (IRC) pertains to family-controlled corporations and partnerships, specifically dealing with gratuitous transfers between [...]
29
10, 2016
Understanding the Irrevocable Life Insurance Trust
Life insurance can give great peace of mind to the insured by providing for their loved ones after their death. [...]
29
10, 2016
Special Features of Special Needs Trusts
Parents wish to provide for their child with special needs after the parent passes away. However, many parents fear that [...]
27
10, 2016
3 Tips for Overwhelmed Executors
While it is an honor to be named as an executor of a will or estate, it can also be [...]
20
10, 2016
3 Celebrity Probate Disasters and Tragic Lessons
With extreme wealth accumulated, one would assume that celebrities would take steps to protect their estates. But think again: Some [...]
13
10, 2016
Your Estate Planning Binder: Tips for Proper Care and Maintenance
You finally crossed “getting your estate plan done” off your list, and you’ve (rightly) breathed a huge sigh of relief. [...]
6
10, 2016
Did you include your grandkids in your will? 5 Tips to Avoid Common Problems
As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we [...]
30
09, 2016
Paying for Long-Term Care
As individuals age, they often begin to think about where they would like to live out their days. Most would [...]