Jan 22, 2021 | Estate Planning, Uncategorized
What Does a Trustee Do? February 1, 2021 The Trustee’s Duties The trustee is the person who has legal responsibility for administering the trust on behalf of the interested parties. Depending on the trust terms, this authority may be broad or limited....
Jan 4, 2021 | Estate Planning, Estate Planning PENDING, Uncategorized
Does Your Estate Plan Clearly Communicate Your Wishes? January 13, 2021 Precise language is critical in wills, trusts and other estate planning documents. A lack of clarity may be an invitation to litigation. An example of this is the dispute that arose...
Jan 4, 2021 | Estate Planning, Uncategorized
Make Your Legacy Last By Educating Your Children About Wealth Management January 6, 2021 If you’ve worked to build a large estate, you undoubtedly would like to leave a lasting legacy to your children and future generations. Educating your children about...
Dec 15, 2020 | Estate Planning, Uncategorized
ABLE Accounts and SNTs Two Options for Families with Disabled Love Ones December 22, 2020 If you have a family member who’s disabled, you likely know that financial and estate planning can be tricky. You don’t want to jeopardize his or her eligibility...
Dec 2, 2020 | Estate Planning, Estate Planning PENDING, Uncategorized
Avoid These Four Estate Planning Transgressions December 9, 2020 1. You Don’t Update Beneficiary Forms Your will spells out who gets what, where, when and how. But a will is often superseded by other documents like beneficiary forms for retirement plans,...
Nov 25, 2020 | Estate Planning, Uncategorized
Eligible Trusts to Hold S Corporation Stock December 1, 2020 S corporations must comply with several strict requirements or risk losing their tax-advantaged status. Among other things, they can have no more than 100 shareholders, no more than one class...
