A trustee of a special needs trust can often wear many hats, which can lead to confusion for the beneficiary and their family.
Don’t Confuse a Trustee With a Care Manager
read more
Determining Who Should Inherit Your Wealth
Perhaps you want to address the fact that your family members have different needs or abilities. You may not have a partner or children, but perhaps you have philanthropic goals or wish to provide for a dear friend or beloved pet. Most distributions are possible with the right planning.
The Importance of Legacy Planning
How Legacy Planning and Estate Planning Go Hand-In-Hand The terms “legacy planning” and “estate planning” are often used interchangeably. Over time, estate planning has come to refer to the transfer of assets and personal belongings following someone’s death, while...
Trustee Succession Provisions
What Happens When a Trustee Dies? Establishing a trust can be an effective way to transfer assets to your loved ones upon your death while also saving on taxes and protecting your family’s privacy. So, what exactly happens to the trust when you, the trustee, die?...
Is Your Estate Plan in Order?
Five Tips for Securing Your Estate Plan Does planning for the “Great Beyond” give you a case of the heebie jeebies? If the answer is yes, then you certainly aren’t alone. We all put off unpleasant tasks, but I’ve found most clients who commit to answering a few...
How to Choose a Special Needs Trustee: 5 Considerations
Choosing the right person to serve as trustee of a special needs trust is one of the most important and difficult issues in creating the trust. Special Needs Trustees typically take care of important tasks like the following: managing day-to-day operations of the...
Browse Insights
Don’t Confuse a Trustee With a Care Manager
post
Determining Who Should Inherit Your Wealth
post
The Importance of Legacy Planning
post
Trustee Succession Provisions
post
Is Your Estate Plan in Order?
post
How to Choose a Special Needs Trustee: 5 Considerations
post
The Rules of Gifting for the Season of Giving
post
Gifting Strategies for Spending Down Assets
post
Estate Planning for Digital Assets
post
Spousal Lifetime Access Trusts (SLATs)
post
Let’s Talk
Find out how we can help you maximize your wealth.
Find an Advisor
Providing you a richer way to wealth no matter where you live.
