Without proper planning, the high costs of nursing home care can quickly deplete your parents’ savings, leaving them financially vulnerable.
A properly managed trust provides financial support to beneficiaries while protecting assets. However, trustees must ensure that expenses align with the trust’s purpose and legal requirements.
Between 1% and 3% of wills are contested in the United States each year, research shows.
Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.
As we step into 2025, the theme for estate planning is: Be prepared.
Carefully structuring an inheritance can safeguard a child with addiction from financial harm, while providing the support they need to recover.
Creating a trust is only half the battle—funding it ensures that your assets are protected and distributed according to your wishes.
Tracking down missing assets is a crucial part of estate administration, ensuring that all property is accounted for and distributed according to the deceased’s wishes.
The home represents a large portion of the estate of many Americans. You, therefore, may intend to leave your family home to your children, as it is an asset that should retain its value over time.
Every year offers a chance to step back, recalibrate and plan for the year ahead, and 2025 is no different.
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