From a practical standpoint, estate planning functions on contingencies. All plausible alternatives require consideration based on priorities and current circumstances. The most prudent person, however, cannot fathom every scenario. A beneficiary who predeceases the...
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Month: September 2022
Do you need an incentive trust in your estate plan?
It’s normal to worry about how your estate is going to be used once you’re gone. After all, we’ve all heard stories about squandered wealth and mismanaged inheritances. But don’t let the stress of estate planning deter you from taking the action necessary to ensure...
Helping you administer estates and trusts
When creating an estate plan, an individual is likely to name an individual they trust to administer their trust or estate after they pass. Oftentimes, this individual is aware of this and is prepared to take on this role. Despite having prior knowledge of this role,...