A number of married couples think about their accounts and property as “yours, mine, and ours,” especially if either or both spouses have gotten or will be getting remarried, married ...
What Is Self-Dealing in Trust Administration? A trustee usually has quite a bit of discretion in their management of a trust’s accounts, money, and property (known as assets). At the ...
For grandparents who want to leave a legacy to their grandchildren, the gift of a 529 college savings plan is an option. Not only can opening a 529 plan account ...
Bankruptcy can be incredibly stressful for anyone to go through. Once your matter has been closed, you may wonder what the next steps are. To ensure that you protect your remaining accounts and property as well as yourself and your loved ones, we encourage you to consider an estate plan as your roadmap into the future.