Legacy Insights Blog
Stay informed and catch up on legacy planning and estate administration topics.
Trusts are valuable tools in estate planning, helping individuals protect and transfer assets, sometimes in a tax-efficient manner. However, the complexity of certain trusts—often involving multiple parties, specialized legal terms, and nuanced tax regulations—can make them difficult for the average person to fully understand.
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Choosing the right successor trustee is one of the most important decisions you will make when creating a trust. Your successor trustee will be responsible for managing your trust’s assets when you are no longer able to do so, whether due to incapacity or death. Selecting the wrong person can undermine your carefully laid plans and lead to family conflict, financial mismanagement, and even legal disputes.
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Many families pride themselves on their harmony—gathering happily for holidays, sharing stories, and enjoying each other’s company. But when the matriarch or patriarch passes away, even the most amicable families can find themselves entangled in disputes over money and property. What seemed like a close-knit group can quickly become divided, leading to costly and emotionally draining litigation.
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Learn how estate planning for unborn children can help parents secure their wishes and protect their family's future.
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Protect your legacy with 4 tips to help you avoid a will or trust contest. Thoughtful planning can minimize legal challenges.
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