Being appointed as a trustee is an important responsibility, with many duties and legal obligations. However, there may be situations where you are unable or
In the past, owners would hope that a loved one would take over caring for their pets in the event of their passing, but unfortunately,
Many people believe that Trusts are only for the wealthy, but this couldn’t be further from the truth. In fact, Trusts can be an extremely
When creating an estate plan, selecting the right beneficiaries and trustees is crucial. Choosing the right individuals to inherit your assets and manage your estate
The current estate tax exemption is $11.7 million. This is a record high. The “permanent” exclusion is $5 million and is adjusted for inflation from
All of us face difficulties and tragedies in our lives. Some of these difficulties are expected and some are unexpected. 2020 was a year of
When you prepare your estate plan, typically there are formalities required. In most states, a Will must be signed by the testator (the person whose
It’s important to consider whom you’d want to get your assets when you die. Most of us have an idea of whom we’d choose. But,
Even a little bit of a headstart can be extremely helpful in life. Those who start with little economic wealth, including many minorities and recent
You may be surprised to learn that not only has asset protection planning been around for a long time, but you likely have already engaged
