Category: Trusts

Estate Planning For Childless Seniors

Introduction When it comes to estate planning, many seniors turn to their adult children for assistance, naming them as agents, executors, and beneficiaries. Childless

Things to Take Care of Before You Die

Introduction Estate planning isn’t just for the wealthy, and it goes far beyond planning how to transfer your assets. A good estate plan should

High Net Worth Estate Planning

Introduction From charitable strategies for minimizing taxes, to quality life insurance plans, affluent individuals are in a unique position to protect their legacy. Be

Living Will vs. Living Trust

Introduction A living will—also known as an advance healthcare directive—is an estate planning document intended to inform physicians and family members of your end-of-life

What is a Living Trust?

Introduction A living trust is a legal document that establishes an instrument to hold, manage, and distribute your assets. Unlike a will that simply

What Is a Blind Trust?

Introduction Before delving into the specifics of a blind trust, it helps to understand what a trust is and how they operate. A trust

Estate Planning Checklist

Introduction What will happen to you and your loved ones once you become incapacitated or pass away? Estate planning involves anticipating and organizing the

ABA Guidelines For Individual Executors and Trustees

Introduction Handling someone’s estate after they have passed away can be a daunting task. Hopefully the deceased (or the decedent) left a will with

Retirement and Estate Planning

Introduction For many people, retirement may seem like a long ways away and death even further. While it may be many years until you

Estate Planning Document Checklist

Introduction Estate planning can be an overwhelming process. There are so many documents, accounts, and issues that must be made and reviewed along the

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