You might pick a corporate fiduciary over friends and family Appointing someone as fiduciary over...
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The BIG Question If You’re A Successor Trustee… Do You Need Help?
How to Determine if Your Family Can Handle Settling Your Trust Many people believe that if they...
Estate Trustee Fees—How Much & Who Gets Paid?
Probate is much maligned. To hear some folks talk, having your estate subject to probate is worse...
How Do I Plan for a Loved One with Special Needs?
It is critical that parents and grandparents give careful thought to any gift of money or bequest...
What are the Top Cities For Retired Military?
If you’re searching for the right place to live after the military, you’re not alone.
What Happens If You Fail to Submit a Change of Beneficiary Form?
The financial institution is obligated to distribute the CD to the person or entities that...
Should a Husband and Wife have Separate Trusts?
In situations where both spouses want the surviving spouse to inherit all the assets, which is...
What are Young People Doing to Help Isolated Seniors?
Younger generations are stepping up to help meet the needs, by connecting virtually and building...
When Should Succession Plan Be Used?
We currently have the highest estate tax exemption and the lowest intra-family interest rates in...
Homeownership and Medicaid Can Be a Problem
Many people work hard to acquire real estate and then later find that that real estate makes them...