Estate Planning for People With No Heirs What to do with your estate when its inheritor isn’t obvious. One of the most important parts of estate planning is determining how to divide your assets. But what if you don’t have…
FACTS EVERY TRUST BENEFICIARY SHOULD KNOW By Patricia M Angus After years of working with families to establish trusts, and with individual trust beneficiaries, it has become clear to me that there is a need for better understanding by…
Estate Planning for Millennials. Get on top of your estate planning, so you can get on with your life. If you are a Millennial in your twenties or thirties, you may be wondering why you need an estate plan in…
Can a Beneficiary’s Share be Contingent on their Marital Status? By Jill Roamer, J.D., CIPP/US Case Law I do, or I don’t – can a Settlor dictate how a beneficiary’s share is distributed based on the beneficiary’s marital status? Or, is such…