Here are some issues grandparents should consider before making gifts to grandchildren or other family members.
Monthly Archives: August 2019
10 posts
If you move to a different state or split your time between one or more states, you should make sure your advance directive is valid in all the states you frequent.
As a trust beneficiary, you may feel like you are at the mercy of the trustee, but depending on the type of trust, trust beneficiaries may have rights to ensure the trust is properly managed.
The choice of trustee is one of the most important decisions you’ll make regarding your special needs trust. Here are five questions to keep in mind when considering who will serve in this crucial role.
Movies, television, and books like to present wills in dramatic ways--handwritten notes, videos, deathbed utterances--but what actually makes a will valid? The law varies depending on what state you live in, but there are some basic rules.
If you have been appointed the trustee of a trust, this is a strong vote of confidence in your judgment and trusthworthiness. It is also a major responsibility.
No one wants to face the fact that our loved ones will not be with us forever and facing our own mortality is frightening as well, but it is important to be prepared.
Siblings do not always receive equal shares of a parent's estate. Sometimes the inequality is intentional and sometimes it is accidental. Regardless of how it happens, it can cause arguments among the children.
Trust protectors -- long popular in offshore trusts set up by high rollers -- are now gaining popularity in trusts established here in the U.S. by less affluent folks. . .