Archive for April, 2008

You have a Living Trust, who acts as Trustee? Six Reasons to Consider a Corporate Trustee

Friday, April 18th, 2008

Over the years in my work planning for affluent clients, I have often recommended the use of a corporate trustee. It is not common that a client's initial decision regarding the trustee often is the eldest or most responsible or successful child or grandchild. There is often a ...

Inheritance Law and Estate Planning

Thursday, April 17th, 2008

Inheritance law has been in place since 1969 and is governed by the Uniform Probate Code. UPC instructs what happens to the assets, debts, and financial affairs of a deceased person. Currently, only 18 states have adopted the Uniform Probate Code in its entirety, while the remaining 32 have adopted ...

Legacy & Estate Planning Basics

Wednesday, April 16th, 2008

Legacy and estate planning can be combined to guide and direct future generations while also helping you preserve your hard-earned assets and ensure that they go where you want them to go after you pass on.By purposefully plotting your generational impact you can save your family and heirs considerable time, ...