There is so much going on in the world that we can’t control, but there’s one important matter that’s within our control—the ability to protect
A beneficiary is a person, charity, or other organization that receives money or property because someone specifically named them in their will or trust. The
Everybody wants to protect the assets they have. After all, we’ve all worked very hard for them. As a high-net-worth individual, if you don’t protect
A trust holds legal title to property for the benefit of another person (beneficiary). The person who creates the trust (the grantor) chooses a manager,
Americans are living longer than they were a generation ago, and the government knows it. Starting in 2022, that will be reflected in the amount of money you have to draw from retirement accounts at different ages.
Neglecting to update an estate plan can cause you problems. Failing to update an estate plan when the family includes a child with special needs
If you’re thinking of getting a revocable or irrevocable trust, you should know about a pour-over will. A trust holds legal title to property for
Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.
IRAs and Roth IRAs are both estate planning tools to consider. Find out more about these options.
The new, buzzy Netflix documentary on the late, beloved, iconic public broadcasting TV host, painter Bob Ross—“Bob Ross: Happy Accidents, Betrayal and Greed”—documents how the artist’s son, Steve, now 55, was allegedly robbed of his late father’s inheritance by the artist’s business partners.
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