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As a trustee, you are entrusted with significant responsibilities that require a keen understanding of legal obligations and the ability to navigate potential challenges effectively. What should you know about this process? What does trust administration involve?...
You might think estate planning is for older people with homes, kids and investments. But even if you’re young and just starting out, having a plan matters. Life is unpredictable. An illness or accident could leave you unable to speak for yourself or manage your...
For most of human history, the establishment of family relationships relied on communication and marriage. That has shifted in no small part due to amazing advances in medical technology. The use of genetic testing and ancestry websites can help people identify family...
Many people think of estate planning as a way to protect their loved ones after they die. That is one of the most important functions an estate plan can fulfill, but it is far from the only one. People can also establish plans ahead of time to protect themselves from...
We are almost a month into 2025, and it is time to review our New Year’s resolutions. While resolutions often focus on health, career, or personal growth, one frequently overlooked area deserves your attention: estate planning. It might not be as exciting as hitting...
Estate planning is a critical process for securing your family's future. This is especially true for property owners in areas with high property values. Incorporating real estate into an estate plan requires careful consideration and strategic planning. What should...
When you run a small or family business, planning for the future is essential. Ensuring the seamless continuation of your business can protect your hard work and support your family's financial future. Why succession planning matters Succession planning helps prepare...
Making an estate plan is a positive step that many people fail to take early enough. That can leave them and their loved ones vulnerable if something untoward should happen to them. One mistake those who have made their plan often make is to fail to tell people they...
You have two children who are going to be the main beneficiaries of your estate plan. You’re leaving them the bulk of your wealth, seeing this as one more way that you can care for them even after you pass away. You’ve worked your whole life to save up this money for...
It’s the small things that count, and that’s never more true when it comes time to divide up someone’s precious mementos and family heirlooms. Regardless of their intrinsic worth, small things can take on gargantuan importance and create massive family rifts after...