Why a wealth transfer is often deemed a failure

For individuals or couples who have been fortunate enough to amass a considerable amount of wealth, the question of how to transfer all or a portion of that wealth to heirs is often a chief concern. However, despite the amount of time a parent may spend contemplating...

Role of trustee comes with many responsibilities

Taking steps to establish a comprehensive estate plan is one of the most loving and beneficial gifts a parent can bestow to his or her heirs. In addition to a will, an individual may choose to establish one or more trusts for the benefit of minor-aged children,...