Don’t let beneficiary designations thwart your estate plan
For many individuals, certain assets bypass their wills or trusts [...]
Intrafamily loans must be handled with care
Is one of your top estate planning goals to provide [...]
A quiet trust has its benefits, but an incentive trust may be a better option
When it comes to estate planning, one of the more [...]
Is a custodial account right for your family?
If you’re considering opening an investment account for your minor [...]
A family business owner needs both an estate plan and a succession plan
For family business owners, an estate plan and a succession [...]
If you’re asked to be an executor, be sure you’re up to the task
Make no mistake, serving as an executor (or a “personal [...]