Comfort planning: Tips on how to prevent strangers from taking over if you’re incapacitated
One in three adults over age 50 will die within 12 months of experiencing a hip fracture, and 2.8 million seniors will report to the emergency room.
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‘When I grow up I want to be a trust officer’
‘WHEN I grow up I want to be a trust officer’ are not often the words you hear from a young student dreaming of what the future holds
The Other Side Of The Bitcoin: Estate Planning Opportunities With Cryptocurrency
Virtual currency, such as Bitcoin and other cryptocurrencies, is a relatively modern asset class with unique characteristics that present novel tax is
Financial Considerations For LGBTQ Couples As They Age
Advice on estate planning, elder fraud, Social Security and long-term care
The Kaestner Case and the New Emphasis on using Non-Grantor Trusts to Save State Income Tax
The Kaestner decision, at a minimum, is a wake-up call for all estate planners who haven’t been doing any state income tax planning for their clients.
Great Western to Purchase Trust Assets of Independent Bank
Great Western Bank entered into an agreement to purchase and assume the management of the trust assets of Independent Bank acquired through its acquis
Michigan man forced to share $80 million lottery jackpot with ex-wife
The court upholds the decision of an arbitrator who said that since the couple shared past losses, they should share the fortune.
