People often set up bank accounts or real estate so that they own them jointly with a spouse or other family member. The appeal of joint ownership, specifically with survivorship rights, is that
Estate Planning & Administration
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By now, you have likely heard about the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and the SECURE 2.0 Act of 2022 (part of the Consolidated Appropriations Act,
As a millennial, you are contributing to the workforce in a major way and are making positive changes in the world around you. We understand that your concerns may differ from someone of
When creating a last will and testament, one of your most important considerations is who to choose to serve as the executor or administrator of your estate. As the name implies, the role
As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite your best efforts and thoughtful strategies, you cannot prepare for every emergency in life. A
Being named as a successor trustee in someone’s revocable living trust document can be considered a great honor. But with that honor comes responsibility. Whether you were appointed to this role due to
When establishing a trust, you must give serious thought to who you choose as your successor trustee—the person who will manage, invest, and hand out the trust’s accounts and property once you are
As a business executive, you are used to strategizing and creating goals as part of your job. But have you devoted time to strategizing and creating goals to protect yourself and your loved
While television and movies provide great entertainment, they are not always factual. Even shows based on real events are not entirely accurate. Creators of television programs and movies will often alter details of
A couple in which one spouse is not a U.S. citizen may need to engage in special estate planning. It is important to note that the general estate planning rules do not change
