Posted on: January 15, 2023
There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.
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Posted on: January 12, 2023
Jerry Lee Lewis passed away in October 2022, leaving a long legacy, a large family, and a multimillion-dollar estate. What could Jerry Lee Lewis's Estate Plan look like? Celebrities can give us a glimpse into lifestyles beyond our wildest dreams. But stars face many of the same estate planning issues that the rest of us […]
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Posted on: January 10, 2023
Don't leave your family to fight over your belongings if something happens to you. Having a plan in place can help them grieve in peace.
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Posted on: January 9, 2023
Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
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Posted on: January 8, 2023
A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.
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Posted on: January 5, 2023
You don’t have to be ultra-wealthy for a family limited partnership to make sense.
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Posted on: January 4, 2023
In simple terms, a residuary estate is any part of your estate that hasn’t been distributed to your heirs through a last will and testament.
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Posted on: January 3, 2023
One of the tools used by creditors to defeat sophisticated asset protection plans is the receiver.
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Posted on: January 2, 2023
It may be better to give than to receive. However, it may be even better to give and see your generosity rewarded.
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