Every adult should have a will -- but what about a trust? Establishing a trust is an important step for people who want greater control over how assets are managed and passed on. A trust can support long-term planning, protect privacy and provide clarity for loved...
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Can you control how a beneficiary spends their inheritance?
Leaving a significant inheritance to a beneficiary can sometimes feel concerning. You do want to pass them an inheritance, but you may be worried about how that person will spend their money. This can make it hard to determine exactly how much to leave them while...
What is testamentary capacity and why does it matter?
In order to draft an estate plan or write a will, a person has to have testamentary capacity to do so. This generally refers to their mental capacity and their understanding of the decisions that they are making. A person who makes an estate plan has to be of sound...
3 issues that can lead to estate disputes and conflicts
For many people who are writing a will, the goal is to avoid conflicts among family members. They do not want their adult children and other beneficiaries to enter into disputes after they have passed away. With this goal in mind, it is important to consider some of...
