The recent legal battle within the Murdoch family over the control of their media empire offers a compelling case study in estate planning, particularly concerning the complexities of irrevocable trusts. …
I read an article last week that there are more millionaires in Scottsdale now than ever before. Yet, every week I see luxury home purchases made in personal names, not …
Do you have Chase Bank accounts? If you’re considering converting your Chase Bank accounts to trust accounts, you might face some roadblocks. Chase Bank has specific requirements for establishing a …
Did you know that a person can have some pretty cool things done with their ashes? One comic book creator had his ashes made into blue ink and used for …
Studies have shown that the largest contributing factors to generational loss of wealth are a lack of communication and trust among family members and the failure to prepare heirs. Often, …
A trustee is a person or entity responsible for managing and administering your trust according to your instructions and in accordance with state law. They are considered a fiduciaries (meaning …
Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation. To help your …
To all healthcare workers: Thank you for all of your hard work – day in and day out (and often evenings, nights, and weekends). You tirelessly give of yourself to …
What if one of your kids wanted to sue you? No one thinks it will happen to them, but it happens more often than you might think. I can help …
For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially …
