As a trust beneficiary, you may feel that you are at the mercy of the trustee, but depending on the type of trust, beneficiaries may have rights to ensure the trust…

Sports fans with season tickets may want their families to enjoy the tickets after they are gone, but passing on these tickets may not be simple. Getting season tickets to your…

A Roth IRA does not have to be used as just a retirement plan; it can also be a way to transfer assets tax-free to the next generation. Unlike a…

Unclaimed Property – What? Where? How it impacts on estate planning and probate estate administration? Did you know that there are billions of dollars in unclaimed property being held by…

The SECURE Act: Time to review and possibly amend estate plans While it’s been a few months since President Trump signed the SECURE Act, we wanted to share information with…

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