Probate
WHY A TRUST IS THE BEST OPTION FOR AVOIDING PROBATE
WHY A TRUST IS THE BEST OPTION FOR AVOIDING PROBATE As Ambrose Bierce once darkly observed, “Death is not the end. There remains the litigation over the estate.” Obviously, ideally, when someone passes away, the paperwork and material concerns associated with the estate are so flawlessly handled (thanks to excellent preparation) that they fade into…
Read MoreWhat To Do After a Loved One Dies
What To Do After a Loved One Dies If you’ve been appointed an executor of a loved one’s estate, or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town and (eventually) meeting with…
Read MoreWANT TO GIVE THE KIDS AN EARLY INHERITANCE? 4 THINGS TO CONSIDER
WANT TO GIVE THE KIDS AN EARLY INHERITANCE? 4 THINGS TO CONSIDER If you’re thinking about giving your children their inheritance early, you’re not alone. A recent Merrill Lynch study suggests that these days, nearly two-thirds of people over the age of 50 would rather pass their assets to the children early than make them…
Read MoreSEPTEMBER, 2016 NEWSLETTER – PLANNING FOR BLENDED FAMILIES
SEPTEMBER, 2016 NEWSLETTER – PLANNING FOR BLENDED FAMILIES PLANNING FOR BLENDED FAMILIES: SECOND OR LATER MARRIAGES AND DIVORCE OF BENEFICIARIES A brief look at statistics reveals that family structure has dramatically changed over time and that there’s an astounding variety of family structures. Everything ranging from the “traditional” nuclear family to blended families of step-siblings…
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