Blog
Protecting an Inheritance for Both Old and Young Beneficiaries
A Discretionary Lifetime Trust doesn't just benefit young beneficiaries or those who are financially inexperienced. It may protect those that are no longer...
Form Aims to Help Stop Financial Elder Abuse
With financial exploitation of the elderly on the rise, financial advisors with older clients are looking for ways to head off abuse before it happens. Enter...
5 Reasons Why Uncle Bill May Not Make a Good Trustee
If you have created Irrevocable Trust that may last for a decade or two, selecting the right trustee is crucial to the trust’s success. Initially you may...
Joint Ownership of Real Property – Use Only With Supervision
Owning real property (real estate) as Joint Tenants with Right of Survivorship is easy, common, and should come with a parental warning label. It’s possible,...
Payable on Death (POD) Accounts—What Could Go Wrong?
Payable on death accounts—“POD accounts” for short—have become a popular tool for avoiding probate in the last decade or so. A POD account is a type of bank...
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