Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions ...
From left: The "Modern Estate Planning: Safeguarding Your Clients' Afterlife in the Cloud" panel at this week's Future Proof Festival in Huntington Beach, California was moderated by Janet Levaux ...
The purpose trust has evolved into a powerful estate-planning trust in the United States. It’s a non-charitable trust without beneficiaries that generally perpetuates a purpose: to care for ...
Andres Mazabel, head of advisor sales, Trust & Will, joins Shannon Rosic to discuss the gap in the market in estate planning, what's at stake for advisors not offering it as a service, and lessons ...
By understanding your legal standing and ensuring proper estate planning, you can avoid unnecessary complications and ensure that your partner is cared for in the way you intend. * Rouchos is an ...