If you have recently lost a loved one, you may be asking yourself what comes next. One of the first steps in settling an estate is going through probate—the legal process by which a deceased person’s assets are distributed to their beneficiaries. However, it is...
If you have a 401k or an IRA retirement plan, it can seem like the rules governing these accounts are always changing. And with the most recent piece of legislation, the SECURE (Setting Every Community Up for Retirement Enhancement) 2.0 Act, another set of rule...
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...
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...
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