Things You Need to Know as Successor Trustee
Being named as a successor trustee in someone’s revocable living trust document can be considered a great honor. With that honor, however, comes responsibility. Whether you were appointed to this ...
What Is a Medallion Signature Guarantee, and Do I Need One?
Upon seeing the words medallion signature guarantee (MSG), you may envision some shiny grand medallion, signifying a level of greatness few attain. However, that is far from what this guarantee ...
Should You Own Your Timeshare in Your Trust?
Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early days of timeshare ownership, high-pressure sales tactics, exceedingly ...
Can Dual Citizenship Ruin Your Estate Plan?
In early 2020, married actors Tom Hanks and Rita Wilson became honorary citizens of Greece. The president of Greece bestowed this honor upon them due in large part to their ...
The Recipe for a Satisfying Estate Plan
Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business moguls or celebrities. But that could not be further from ...
What to Do When a Loved One Dies Abroad
The death of a loved one can be one of the most disorienting life events. But if the loved one dies while traveling in a foreign country, the emotional and ...
How to Own Your Real Estate
Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a rental property. The ideal form of ownership varies depending on ...
Protecting a Loved one Who Is, Will Be, or Has Been Incarcerated
It is natural to want to protect our loved ones no matter what. However, you may be finding it difficult to provide a prosperous future for your loved one if ...
Choosing a Corporate Trustee
Making plans for your money and property after you pass away is not the most exciting thing to do. It involves thinking about situations that may cause feelings of fear ...
How Refinancing a Property Can Affect Your Estate Plan
The mortgage business is booming in many parts of the country. Historically low interest rates have created an almost frenzied environment with homeowners scrambling to refinance their home loans at ...