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Consider This Strategy to Keep Your Estate From Getting Whacked

Consider This Strategy to Keep Your Estate From Getting Whacked

When he died in 2013 at the untimely age of 51, actor James Gandolfini bequeathed a financial disaster to his heirs. Gandolfini hadn’t properly prepared

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What To Do First When Inheriting

What To Do First When Inheriting

Even experienced financial advisors can get caught up in the complications of dealing with an inheritance. After receiving an inheritance from his mother that included

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Review Your Old Trusts

Review Your Old Trusts

Estate laws change regularly, which means that estate planning methods that were once a great idea are no longer advisable for many people. One example

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Paying the Estate Tax

Paying the Estate Tax

One of the biggest headaches for executors of large estates is coming up with the cash to pay the estate tax. If the cash or

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Keeping Trusts a Secret

Keeping Trusts a Secret

Sometimes it might be beneficial for a trust beneficiary to not know the details of a trust or even know that the trust exists. Some

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Taking Care of Your Pets after You’re Gone

Taking Care of Your Pets after You’re Gone

Four years ago, Pam Miller went to the home of a woman who was dying of cancer. The woman had lived a full life and

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Elderly Man not an “Elder” for Abuse Claim Against Bank

Elderly Man not an “Elder” for Abuse Claim Against Bank

An 85-year-old man who bobs between residences in Australia and the State of Washington is not an “elder” for purposes of California’s Elder Abuse Law,

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Consider an Intrafamily Loan to go along with a Trust

Consider an Intrafamily Loan to go along with a Trust

With interest rates at historic lows—for the time being—wealthy families are turbocharging their estate-planning strategies by pairing intrafamily loans with trusts. In late 2009, a

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Estate Planning and Your Second Marriage

Estate Planning and Your Second Marriage

Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you

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Texas Attorney General in More Trouble?

Texas Attorney General in More Trouble?

Texas Attorney General Ken Paxton is already facing a felony indictment. Now, his role in a trust case is being called into question. Tanner Hunt,

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The 411 on Trusts and Trustees

The 411 on Trusts and Trustees

You don’t have to be a CEO or multimillionaire to benefit from a trust. If you have highly specific wishes on how and when you

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Three Things to Think about before Writing Your Will

Three Things to Think about before Writing Your Will

It may be an unpleasant task to think about your own mortality, but the fact is, writing a will is one of the smartest financial

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