All Wealth Planning Content

Are you Prepared for the Unexpected?

Wealth Planning
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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 what could happen if you don’t.It’s important to review all of your plans after a change to your personal situation to ensure that they continue to meet your family’s goals.

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The Flexibility and Freedom of a Delaware Directed Trust

Jeffrey C. Wolken |
Wealth Planning
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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 assets from creditors.

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Do You Need a Corporate Executor?

Wealth Planning
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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 will be assured that your corporate executor will act fairly and impartially when confronted by other family members and others seeking special treatment.

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