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A will is a document that specifies how you want to distribute your assets after your death, whereas a trust is a legal arrangement where you transfer your assets. Typically, you use a will to specify final arrangements and select guardians for your minor children. A...
People add trusts to their estate plans for numerous reasons. Sometimes, their goals are very practical, such as avoiding certain forms of taxes or being able to qualify for certain benefits later in life. Other times, goals have more to do with what will happen to...
People generally assume the role of estate executor via one of two paths. In some cases, an individual agrees ahead of time to administer someone else's estate and has their name included in estate planning paperwork. Other times, the probate courts may appoint a...
Trustees have a fiduciary duty to manage a trust for its intended beneficiaries or purpose. Generally, this responsibility means they cannot use the trust’s assets for personal gain, such as buying private properties. Failure to uphold this duty may result in various...
Charitable giving refers to donating money, assets or property to nonprofit organizations or charities to support their philanthropic causes. These donations serve crucial social, environmental and humanitarian purposes. But that isn’t all; they can also allow you to...
One of the many advantages of estate planning is that you can designate what you want to happen to your body after you’re gone. While that’s not pleasant to think about, it’s easier to contemplate when you’re still relatively young and healthy than in your final days....
Sometimes the things that cause the most frustration after s family member dies are the things their loved one forgot about or didn’t think were important in their estate planning. One of these is safe deposit boxes. If you’re preparing to begin your estate planning,...
Estate planning is a crucial aspect of managing your assets and wealth. It involves deciding how your assets will be distributed after your passing. While the primary focus of estate planning is often on providing for loved ones, it’s also an opportunity to engage in...
Being asked to be the executor of someone’s estate is both an incredible honor and a big responsibility. Unfortunately, most people don’t realize that can also be certain personal financial risks involved in accepting this position. As the executor of an estate,...
Right in the midst of celebrating new life and the birth of their first child, many parents find themselves contemplating their own mortality. If you are a new parent, naturally, you want to make sure that if anything happens to you before your child is grown that...