Including "per stirpes" in a will or trust is crucial for clearly defining how assets should be passed down through generations, reducing potential disputes and ensuring that each branch of the family is fairly represented.
Wondering how celebrities support their favorite charities after death? We found a great podcast offering insight into celebrity estates, and this particular episode focuses on Bob Barker.
If you’re set to inherit, you may be wondering what estate expenses are paid by the beneficiary. The answer can depend on what assets are passed on to you when a family member or loved one passes away.
One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.
A simple will works for some people, but maybe not for you. Are you in a second marriage? Have minor children? Concerned about fraud? These are just a few of the many reasons to consider a trust.
Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.
Of course, just because you have a living trust doesn't mean you're all set. Here are a few of the most common mistakes people make with their living trusts.