This Is How The Ultra-Wealthy Estate Plan
Financial pitfalls can claim wealth, whether owning beat-up van or yacht. For UHNWIs, losing money is a proposition that figures into the millions.
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Will Your Estate Plan Be Followed?
An estate plan can be too detailed or rigid. When that happens there’s a good chance at least some of it won’t be followed.
An Irrevocable Trust Does Not Provide Asset Protection In The Event Of A Child's Divorce.
Jones v. Jones (Mass. App. Ct. Sept. 6, 2023) is a recent case that has implications for estate planning and asset protection planning.
Uncertain Times Call for Creative Estate Planning Strategies
Flexibility in the estate planning process is key so you can adjust your plans to address changes in your goals or accommodate legislative shifts.
She’s the Unexpected Heir to Her Grandpa’s $8 Million, but Now Her Family’s Greed Is off the Charts
A woman shared on a forum about her dilemma after inheriting a significant amount of money from her estranged grandfather.
Family Feud: Feinstein’s Daughter Battles Stepsisters Over $1 Billion Inheritance
The ongoing legal battle over the estate of Senator Dianne Feinstein’s late husband, Richard Blum, has put the spotlight on Feinstein’s only daughter.
Special Needs Planning: Special Needs Trusts and ABLE Accounts
For those living with special needs or those who have loved ones with special needs, estate planning raises additional issues.
