A corporate trustee can benefit the management of a trust. Some tasks can be easily delegated to family and friends. Need groceries from the store?
Transfer on Death accounts and trusts can be useful for assets bypassing probate. Not all assets are treated the same in estate planning. Some assets
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
It is quite easy to mess up an estate plan. People often feel overly confident about their abilities. They watch a baking show on television
Placing real estate in a trust can be a good idea for some people. Not everyone owns real estate. Some individuals choose to live their
A revocable living trust can protect assets for you and your loved ones. Selecting the right tool for a task is critical. Although one could
Cryptocurrency should be included in the estate plans of those who hold these assets. The world has grown increasingly digital. Pictures and movies no longer
Some individuals could get away with having either a trust or a will. Estate planning involves making decisions. You will need to choose who makes
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
Certain events should trigger an estate plan checkup. Nothing in your life happens in a vacuum. Your personal and work decisions impact each other. The
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.