Are you Prepared for the Unexpected?

Wealth Planning
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While many of today’s affluent, multigenerational families understand the importance of having an integrated estate plan, it isn’t always easy to make time to draft and update one. A complete estate plan includes a will, trusts, and key legal documents such as powers of attorney for financial and healthcare matters, and requires some real advance thought on what you would like to have happen if life takes a surprising turn.

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The Flexibility and Freedom of a Delaware Directed Trust

Jeffrey C. Wolken |
Wealth Planning
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Estate planning for high-net-worth families frequently requires the use of trusts. But relinquishing investment decisions to a trustee is not a comfortable or practical choice for some families. Fortunately, Delaware trust law provides a potential solution to this problem through directed trusts.Today, many high-net-worth families find that their wealth is concentrated in a particular investment or sector.

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Do You Need a Corporate Executor?

Wealth Planning
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You have put it off long enough and finally made the decision to sit down with your attorney and establish a will. You have probably given a lot of thought as to who will get what and how to best provide for your survivors. One of the questions you will be asked is, “who do you want to serve as the executor of your estate?” Off of the top of your head, you may say, “my spouse, or maybe my oldest child. They’re both intelligent, well-educated, and have a grasp of my finances.

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