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If you have money to spare, you may want to secure your legacy by contributing to a charitable cause. Many charities would struggle to survive without the generous donations people make. Two of the main ways you can do this are via a charitable lead trust or via a...
Nobody wants their estate to cause family conflict after they die. However, wealth can make some people do things they wouldn't normally do. To discourage disputes, some people add a no-contest clause (also known as an "in terrorem clause") to their will. If it's...
When you have spent years building wealth, protecting it for the next generation becomes more than just a financial decision. It is a personal one. You want your legacy to last, even if your heirs are not quite ready to handle the responsibility that comes with it. A...
One of the critical tasks that an estate plan accomplishes is ensuring that your assets are passed down to your loved ones in accordance with your wishes. This is sometimes done through a will, but there’s another option that provides you with considerable control and...
You may already be familiar with the many benefits of having a revocable living trust. It’s often one of the key documents in an estate plan. You can place titled assets like your home, car, boat and bank accounts in a revocable living trust that you control while...
People who start or take over successful businesses have many responsibilities. One of their obligations is the preservation of the company for future generations of owners and for the long-term well-being of employees. The structure of the business and ownership...
Ten years ago, your first child was born, and you realized it was time to think about the future. You decided to buy a life insurance policy and name your child as the beneficiary. This way, if anything unexpected happens to you, your child would have a substantial...
Trusts are great financial vehicles for preserving generational wealth. But there are potential pitfalls of which those funding the trusts should be aware. One thorny issue that can create problems is the choice of trustee over the funds of your beneficiary. Read on...
An irrevocable trust can be an excellent estate planning tool for protecting and managing your assets for the long term. However, navigating the intricate world of trusts requires careful planning and action. Mistakes can be costly, with the potential of derailing...
When you leave your assets to loved ones using a will, they can lose them to creditors for defaulting on debt. In other words, creditors can repossess the assets to recover money owed. However, the same cannot happen with a trust. Trust assets are safe from creditors...