Trusts are a valuable estate planning tool. They offer a myriad of benefits, such as: The ability to pass your assets directly to your beneficiaries without going through probate court Faster transfer of assets after death The ability to set parameters for the...
Contrary to popular belief, estate planning isn’t just for those entering their golden years. In fact, everyone over the age of 18 should have certain estate planning documents in place. Learn more about estate planning necessities for young adults in my latest...
If the concept of a “trust protector” is new to you, you’re not alone. Up until the 1990s, the role was familiar almost exclusively in the context of offshore trusts established in tax havens, such as Panama or the Cook Islands. Individuals establishing such trusts...
No one likes to think about the possibility that they may become incapacitated or otherwise unfit to make their own financial decisions, but life can be full of surprises. While most people with disabilities are fully capable of managing their own lives, there are...
Many people associate estate planning with that one inevitable aspect of life we don’t like to think about: death. However, we should not ignore the importance of estate planning with regard to situations that may occur while we are still living. Estate planning...
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