If you don’t have a comprehensive estate plan in place, the results could be disastrous. You never know what life has in store for you, and procrastinating on setting up your estate can have serious consequences for your loved ones and your assets. One of the best motivators for getting started is the knowledge of
A planning option when you need a trust, but want to or must maintain control. Many high-net-worth families find that their wealth is concentrated in a particular investment or sector, making estate planning difficult. A trust is an effective vehicle to overcome this obstacle and to transfer wealth to the next generation or to protect
Selecting family members to manage your estate could possibly do your loved ones more harm than good. The duties of an executor can be complex, time consuming, and potentially risky for an individual. A corporate executor can provide a level of expertise that will make the estate settlement a smooth process for all concerned. Beneficiaries
