A trust can be a great way to ensure that a person’s assets are managed effectively after they pass—without having to go through the laborious probate process. The actual course of administering the trust, though, is not without its own complications. While many...
As part of your estate plan, you may decide to establish a trust in order to pass some or all of your personal assets to your loved ones once you pass. But a trust only covers what you actually transfer into it… If you forget to include anything or purposely leave...
When most people think of Thanksgiving, they think of good times with extended family, bountiful plates of food and, maybe, some difficult conversations. While many of these talks are stressful, and some may be unwanted, there is one tough conversation that is...
It probably doesn’t come as a shock that the royal estate of Queen Elizabeth II was enormous—valued at around $27 billion. While the Queen herself had a more modest net worth—around $500 million—the facts of the matter are simple: a massive transfer of wealth is in...
When most people think about estate planning, they think about the physical assets that their beneficiaries inherit. While that certainly is a significant aspect of estate planning, there’s another critical element that often gets overlooked: digital assets. Properly...
