Picking a Trustee - 4 Easy Steps
Picking a trustee gets less attention than choosing your new smartphone. In the first place, it is not a fun moment.
Recent
Hefner Timed Death to Launch Playboy Reboot for Modern Era
Don’t believe the hype that says he died broke. The Playboy mogul always had an ironclad estate plan in place, and now there’s a succession to match.
Jerry Lewis May Leave Shockingly Modest Estate Behind
Real estate records suggest that the 91-year-old comedian died with less than $2 million in cash on the books. But big movie rights are now in play.
Endgame planning: How trust and estate planning builds lasting value for your firm
The great transfer of assets is underway – not just for clients of wealth advisors, but for wealth advisors themselves
Wake-Up Call To Taylor Swift: The Right Trust Prevents Nuisance Lawsuits
It’s past time for millennial multi-millionaires to think about building legal structures around their assets to minimize personal liability.
The Juice Is Loose, Did O.J.'s Kids Hide Millions From Murder Families?
Real estate is everything in Florida, especially when there’s multi-generational wealth to protect from unsatisfied legal obligations.
Super-Charge Your Marketing Strategy With Trusts
Your gateway into the growing ultra-high net worth market
