Asset Protection
Is It Common for Siblings to Fight Over Inheritance?
When there’s bad blood over an inheritance, you can challenge the trustee—but try talking first.
September 25, 2024
Asset Protection
Can You Prepare for the Unexpected in Life?
Remember, even ‘Superman’ Christopher Reeve didn’t think he would fall off a horse, and it changed his life forever. Always be prepared.
September 13, 2024
Estate Planning
How to Order a Death Certificate after the Passing of a Loved One
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.
September 9, 2024
Estate Planning
What a First-Time Executor Needs to Know
After relatives die, there is a tedious, messy process of managing what they leave behind. Relationships can suffer in the aftermath.
September 5, 2024
Elder Law
Single and Over 50? Estate Planning Is a Must
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.
September 3, 2024
Estate Planning
What Is a Successor Trustee, and Do I Need One for a Revocable Trust?
Appointing a successor trustee for your revocable trust ensures that your assets are managed and distributed according to your wishes without probate.
September 2, 2024
Asset Protection
How to Protect Wealth over Generations
HBO’s The Gilded Age dramatizes the privileged lives of some of America’s wealthiest families in late 19th century New York City.
August 15, 2024
Estate Planning
Who Should Pay Taxes on Trust Income?
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.
August 14, 2024
Estate Planning
Trustee of Late Singer Tony Bennett’s Estate Sued
Tony Bennett’s daughters are suing the trustee of his estate, highlighting the importance of clear estate planning to avoid family disputes.
August 12, 2024
Estate Planning
What If You Don’t Have Anyone to Be Your Executor?
There are options for people who don’t have family—or don’t want their family—to handle their affairs.
August 2, 2024