Designating trustees depends on how the assets of your estate will be distributed. The trustee’s job is simply to determine and inventory all the assets and distribute them according to the terms of your trust and/or will. The trustee could delegate this responsibility, which I highly recommend, to your attorney, financial advisor and perhaps accountant. Their involvement would then be … Read More
Step-by-Step Estate Planning
We have worked closely with estate planning attorneys over the years in helping folks meet their estate planning goals. Here is great advice we hear all the time from top estate planning attorneys: No matter your age, the state of your health or the size of your portfolio, every adult has to address the problem of estate planning. There’s no … Read More
Keep Your Heirs From Blowing Their Inheritance
In this edition:
Proper estate planning is more than just having the right legal documents in place to avoid probate and/or estate taxes.
Something no lawyer or financial advisor can ever do for you.
Here’s 3 resources to get you started. And why I think you should “bribe” your heirs.