When a family member or friend asks you to serve as the trustee, it’s an honor, conveying they trust you to look out for the beneficiaries. It is also, of course, a big responsibility. Before… Read Moreabout Trustee? Ask These Questions First
We all need an estate plan. Frequently, a basic last will and testament is a great way to lay out your wishes and leave affairs organized for your loved ones. Sometimes, depending on your intentions… Read Moreabout Trusts Are Helpful When…
Dick Robinson, CEO of Scholastic, died, suddenly this summer. Though most of us didn’t know him, we have all most likely touched some of the many mega-successful publications that are part of his legacy…. Read Moreabout Surprise Heir? Scholastic Drama
Marrying again later in life? Beautiful! Do talk about your hopes for how assets are to be shared with loved ones when you die. Better yet, experts say, make a plan. Don’t forget to… Read Moreabout Second Marriage? Estate Planning Tips
Gallup’s latest poll indicates that despite the traumatic lessons of the pandemic, the percentage of American’s who have created a will has remained about the same for the past three decades. Here are the… Read Moreabout Wills: Make One?
Each state has its own procedures and laws for the probate process, though the end goal is the same: transferring assets out of the deceased person’s name to heirs or beneficiaries. When there is… Read Moreabout What Are The Steps of Probate?
If you have made a will—great! Now, don’t forget to periodically review it. In addition to making sure it still reflects your assets and intentions, you may note errors that you previously did not spot…. Read Moreabout Correcting A Will?
Trusts can be an important way to provide for children, or other family members with special needs upon your death. When you create a trust, you can make choices about how the disbursements are to… Read Moreabout Trust Distributions?
