Blended families bring more complexity to estate planning. Understatement. Many households in America are blended family households. This can be a result of divorce and
A successor trustee is responsible for the management of a trust. Although many individuals designate themselves as the trustee when they create a revocable living
It is important to revisit your trust. Most things in life require maintenance. A car needs its oil changed and will require parts to be
A dynasty trust allows for generational wealth transfer. There are a variety of ways one can pass assets to their heirs. These include last wills
Marriage age gaps make a difference in estate planning. Weddings are joyous occasions. For those who choose to celebrate their marriage surrounded by friends and
How a power of attorney is phrased will impact the authority granted. So much in life is outside of our control as individuals. Accidents and
There are many reasons to review and update an estate plan. Paying attention to expiration dates is important. This can save you from unwittingly poisoning
Each quarter of the calendar year provides opportunities for estate planning. Businesses often divide their fiscal calendars into quarters. There are often benchmarks and checkups
Your second marriage requires revisiting your estate plan. You have found love again. As your prepare for your second wedding, do not neglect your estate
A trust can serve several purposes in estate planning. When it comes to estate planning, trusts are versatile tools. Although many people consider trusts to
Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.