When a person passes away, there are several important duties to be performed in order to fully carry out their financial wishes. Simply having a will isn’t enough to make ...

At the 21 year mark, a trust is deemed to have disposed all of its assets at fair market value. And while that doesn’t mean that the beneficiaries lose the ...

The purpose of life insurance is to provide tax-free funds to those we love in the event of our passing. Ultimately, we want the policy to offer more than just ...

When choosing a trustee for your trust, the tax consequences are often not front of mind. But they should be. While the most critical qualities in a trustee are trustworthiness, ...

In this uncertain time, the last thing you need to worry about is the future of your legacy wealth plan. It’s impossible to accurately forecast everything that will take place ...

A family enterprise can be recognized today as an important and distinct organization in the world economy, operating in every country. Although family businesses have been described as unusual business ...

Most of us consider life insurance to be an important personal tool, offering peace of mind and financial protection in the event of an emergency. And while that is indeed ...

Selecting a trustee or executor for your estate is among the most important decisions you’ll make in the estate planning process. Many people automatically assume that the role should be ...

Being a business owner means having to take action in the face of uncertainty. No matter how much education you’ve amassed, or how many years you’ve been in business, to ...