Picking the Right Successor Trustee for Your Estate Plan
- Estate Planning
What Does a Successor Trustee Do? A successor trustee must legally act in the best interest of the trust and its beneficiaries. Their responsibilities ...
U.S. Trade Policy Changes (Tariffs) May Strengthen Your Family’s Wealth Protection Plan™
- Estate Planning
Tariffs scare people. Yet tariffs are in the news and they impact your plan. Let me start by stating, this is not about our president. You may love hi ...
Building a Sophisticated Estate Plan: Why Basic Strategies May Not Be Enough for High-Net-Worth Families
- Uncategorized
If you’re like many people of considerable means, much of your financial focus is on building and protecting your wealth. It’s easy to tell yourse ...
Tips for Modernizing an Outdated Family Trust Without Starting From Scratch
- Estate Planning
A family trust can allow you to preserve your wealth, minimize estate taxes, and ensure your family’s financial well-being for years to come. Howeve ...
What Happens If I Move to Another State After Creating My Estate Plan?
- Estate Planning
You draft a will, set up a trust, and create advanced directives. Will those documents still be legally binding if you move to another state? Usually, ...
Who Inherits My Property If I Don’t Name Someone in My Will?
- Uncategorized
Many people ask, “What if I pass away without a will?” An experienced trust and a will attorney can tell you that strategic estate planning is an ...
