Estate planning isn’t just about dividing assets—it’s about minimizing taxes and maximizing the inheritance that your loved ones receive.
When there’s bad blood over an inheritance, you can challenge the trustee—but try talking first.
Remember, even ‘Superman’ Christopher Reeve didn’t think he would fall off a horse, and it changed his life forever. Always be prepared.
Obtaining a death certificate is crucial after the death of a loved one. It’s a necessary step toward settling their affairs and handling the probate process.
After relatives die, there is a tedious, messy process of managing what they leave behind. Relationships can suffer in the aftermath.
The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.
Appointing a successor trustee for your revocable trust ensures that your assets are managed and distributed according to your wishes without probate.
HBO’s The Gilded Age dramatizes the privileged lives of some of America’s wealthiest families in late 19th century New York City.
Irrevocable trusts can be set up so that the trust maker no longer pays income taxes, and the taxes are instead paid by the trust.
Tony Bennett’s daughters are suing the trustee of his estate, highlighting the importance of clear estate planning to avoid family disputes.
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