Estate planning involves taking inventory of your assets and liabilities and deciding how your survivors deal with those upon your death. Read more
inheritance
Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs. Read more
One of the most commonly recognized instruments for protecting assets for a disabled beneficiary is through the use of a Special Needs Trust, also known as a Supplemental Needs Trust. Read more
In the intricate world of personal finance, few concepts hold as much potential to safeguard and grow one’s wealth as strategic estate planning. Read more
In the next decade, 15% of American adults expect to receive an inheritance, according to the latest findings from the New York Life Wealth Watch survey. However, they’re not all confident they’ll be able to manage the funds. On average, adults who expect to receive an inheritance anticipate receiving $740,000. However, just 42% feel very comfortable handling that new wealth. Read more
There are many reasons, however, to incorporate asset protection trusts into even the simplest estate plan–especially in the context of passing assets to children and grandchildren. Read more
Since estate issues, one way or another, affect everyone over time (since death does) and since Medicaid planning has for many years been a topic of popular conversation—and popular misconceptions in the U.S., it is not unusual that both subjects have generated misunderstandings and, in some cases, folklore that has persisted. Read more
Death is inevitable. We need to prepare ourselves and our loved ones for when it comes. Estate planning is an essential part of life that ensures the smooth transfer of our assets to our loved ones after we pass. However, creating a will can be a sensitive and emotional process Read more
Tori Spelling’s ex-husband, Charlie Shanian, recently spoke to the Daily Mail about her reaction to her late father, Aaron Spelling, leaving his entire fortune to her mom, Candy Spelling. Page Six’s recent article entitled, “Tori Spelling’s ex-husband claims she cried when dad left fortune to mom Candy: ‘She was so upset’,” reports that Shanian, a screenwriter who was married to Tori from 2004 to 2006, said that the 50-year-old actress discovered before Aaron’s death and was “so upset” by the inheritance news that she started “crying.” Read more
