Planning your estate can be more complicated than most people realize, especially if you have a complex estate or a large number of assets. Being careful to avoid potential issues is critical to ensuring you and your family do not face serious trouble when it comes time to administer your estate. Here are seven common traps you should make sure to avoid when planning your estate:
For many people, a trust is an integral part of their estate plan. An essential part of creating a trust is appointing the right Trustee. The Trustee is responsible for ensuring that the purpose of the trust and its terms are carried out. The Trustee is also responsible for ensuring that the trust assets are managed appropriately. Here are five things you should know about appointing a Trustee:
Although not the most widely known or understood estate planning tool, a trust may be extremely helpful for your personal needs. While a will might be fine for some, the advantages of a trust can be preferable for some estates. Here are five major reasons you should consider a trust for your estate planning needs: Continue reading “Five Reasons You Should Consider a Trust for Estate Planning”
Testimonials
“I want to take this time to thank Tanya and Keith for their professionalism and their ability to keep me calm during this process. Tanya was very helpful in explaining the whole guardianship process and my next steps. Despite my numerous emails, I never felt ignored or that they were growing weary of me. Even after being granted guardianship when I had an issue with the bank releasing money Tanya stayed calm and found a way to get what I was entitled to. I hope I never need to do this again but if I do, I will definitely come back to Tanya and her team. Thank you Thank you Thank you. Love from Bermuda.”
-K. Durham. (An attorney in Bermuda transferring a Bermudian guardianship to NY)