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How is a corporate trustee different?

Posted on: March 13th, 2019
In its simplest terms, a trust is a legal arrangement in which a trustee holds and manages assets for the benefit of one or more beneficiaries. The trustee owns the assets, enters into contracts on behalf of the trust, manages the trust’s investments as its trustee, and follows the trust’s instructions on making distributions. A trustee can be one person, multiple people, or a company....

Did you or a loved one make any of these five critical estate planning mistakes?

Posted on: March 6th, 2019
You can't afford to make these costly estate planning mistakes......

Seeing an Estate Planner? Three Key Questions to Ask

Posted on: February 20th, 2019
Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you are gone. For this reason, it is critical to hire an attorney with good knowledge of estate planning and how to use the tools available to create the best plan for your particular needs. Be sure to ask questions of the lawyer before deciding whether or not you will hire him or her....

5 Steps for Coordinating Plans Across Generations

Posted on: February 6th, 2019
Intergenerational Planning, what's your options?...

How to Manage Your Basis “Step Up”

Posted on: January 24th, 2019
If you or someone you know has received an inheritance, it is important for you to understand how to manage your basis “step up.” ...

Three Tips for Protecting Your Important Legal Paperwork in a Natural Disaster

Posted on: January 22nd, 2019
Is your legal paperwork safe?...
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