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
Estate Planning
How Long Does It Take to Distribute Assets and Close an Estate?
Understanding estate administration makes it easier to honor the wishes of your deceased loved one.
July 23, 2024
Estate Planning
How Your Estate Plan Addresses More than Money
Contemplating your death may not warrant a spot at the top of your priority list—but writing your will should.
July 18, 2024
Asset Protection
Trusts Prevent Delays for Loved Ones
Your family may struggle to get the money you leave them if it gets caught in probate. Set up a trust to ensure that your loved ones are secure, even when you’re gone.
July 15, 2024
Estate Planning
What Happens If You Inherit a Parent’s House?
Inheriting a house is a process that should begin well before a parent dies. While discussing end-of-life topics can be uncomfortable, the conversations must happen before it’s too late.
July 12, 2024
Asset Protection
Estate Planning Checklist to Keep You Focused
For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.
July 5, 2024
Estate Planning
What Happens When Executors Keep Beneficiaries in the Dark?
Is it unusual that named beneficiaries would not be given copies of or, at the very least, be allowed to view the will?
July 4, 2024