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Trusts make a good investment vehicle for those in the higher income brackets. However, all trusts are not equal, although they perform the same basic functions. Today, we will discuss incentive trusts and the pros and cons of funding one. What are the pros? We’ve all...
Family members may potentially have questions about the legitimacy of a loved one’s estate plan. In some cases, documents may be quite outdated. Other times, family members may believe that a particular person inappropriately influenced the testator to include terms...
Parents often expect estate planning disputes between their children to revolve around major assets. For example, maybe they have a $1 million vacation property. They’re going to leave it to all of the children jointly, but it could cause conflicts if some of them...
Estate planning largely revolves around an individual making plans for when they die. A will is a crucial component in this process. It can outline who should receive different types of assets. When a loved one passes away, this can be very upsetting for friends and...
Decanting a trust is a legal process in Texas that allows trustees to transfer assets from one trust into a new trust with different terms. It gives trustees flexibility in managing trusts to suit beneficiaries' needs better or address changes in circumstances....
Many people work hard to build up their wealth and they want their money and investments to go to the right people after they pass away. This wealth could be used for generations in good hands. If a beneficiary misuses their inheritance, however, all that work goes...