Tag Archives: trust
7 Common Estate Planning Mistakes and How to Avoid Them
Estate planning is not just for the wealthy or the elderly. It matters for everyone, regardless of age or stage of life. By outlining how your assets should be managed and your wishes honored, an estate plan protects your property and your intended beneficiaries. Despite best intentions, people engaged in estate planning can make critical […]
Special Estate Planning Challenges for Blended Families
Blended families — formed when individuals with children from previous relationships come together — bring together a tapestry of different financial interests, emotional ties and expectations. Securing the future for all family members requires tailored estate planning strategies that address these unique circumstances and overcome complexities beyond those encountered in traditional nuclear families. When you […]
Is a No-Contest Clause in Your Will or Trust Enforceable?
Wills and trusts should be carefully drafted to express your final wishes clearly and explicitly. But even the most well-prepared documents can be subject to lengthy and costly challenges during probate and other legal proceedings. One way you can try to avoid such disputes is by including in your will or trust a provision that […]
