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By including a residuary clause, you can intentionally disburse any remaining items inadvertently left over during the estate or trust administration process to a named beneficiary or group of beneficiaries.
A home with a mortgage presents additional challenges that should be accounted for in an estate plan.
The following are important questions to ask yourself, as the answers are a critical part of creating a comprehensive estate plan.
You may be surprised to learn that under certain circumstances, the answer is yes—by decanting the old, broken trust into a brand new one.
Did you know that irrevocable trusts can be modified? Here are three examples of when an irrevocable trust can be modified or terminated.
If something were to happen to the stay-at-home parent, how would the family’s needs be met?
In addition to supporting and simplifying a high-net-worth family’s lives, here are seven more reasons for considering a family office.
Asking someone to serve as your fiduciary is not something that you should take lightly, but should be considered as a heavy responsibility.
An estate plan—like LEGOs—makes a great gift that can be enjoyed by generations to come.
A testamentary trust will own accounts and property owned by you without beneficiary designations and helps you plan in advance.
