Mar 5, 2019
Leaving a legacy isn’t just about financial assets or material wealth.
It’s about how people remember you when you’re gone. And luckily, with proper planning, you can control the legacy you choose to leave behind. Death can have devastating effects on the surviving spouse, and can leave a mess for your...
Mar 3, 2019
As a beneficiary or trustee, you have some roles, responsibilities and rights to keep in mind.
Ideally, the process runs smoothly, the trust is funded properly, there’s no fighting, and no one ends up in probate court. But that’s not always the case. There are some key red flags to look out for when a trust is being...