Wills

  1. Before You Agree to Be an Executor: Know This

    How to avoid 5 surprising hazards of being the executor of an estate.
  2. Want Your Will to Prevail? Don't Die Intestate

    If you die without making a last will and testament, you are said to have died intestate. ...
  3. Estate Planning Checkup: When to Update your ...

    Estate planning is an important piece of an overall financial plan, but it can't ...
  4. A Look At Robin Williams' Net Worth and What ...

    Understand what happened to Robin Williams' estate and what his estate included. ...
  5. How to Help Clients Plan for a Special Needs ...

    A special needs child demands extra diligence in planning. Here's a guide to best ...
  6. How the Rothschild Family Created Their Wealth

    An overview of how the Rothschild dynasty became one of the most powerful families ...
  1. When are beneficiaries of a will notified?

    Learn when the beneficiaries of a will must be notified, and understand how this requirement varies depending on whether ...
  2. How does the trust maker transfer funds into a revocable trust?

    Learn how revocable living trusts are established, how the trust maker transfers funds into the trust, and the advantages ...
  3. What is the difference between a revocable trust and a living trust?

    Learn how a revocable trust and living trust are two terms used to describe the same thing and what the key provisions are ...
  4. How is maintenance of standard of living for survivors accomplished in estate planning?

    Understand what elements of an estate plan can assist in creating certainty for survivors that allows them to maintain their ...
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