If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client dies. Sometimes, … [Read more...] about How Do I Trust Thee…Part III
Estate Planning
How Do I Trust Thee…Part I
When clients undertake Estate Planning, they face the difficult decision of naming a trustee after their death. While Estate Planning documents are … [Read more...] about How Do I Trust Thee…Part I
Estate Planning: Laying the Foundation
There’s not a person alive who has put something off until it seems as though a problem has grown from manageable to one that haunts your dreams. The … [Read more...] about Estate Planning: Laying the Foundation
Beneficiary Designations and the SECURE Act: Prior Designations
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both … [Read more...] about Beneficiary Designations and the SECURE Act: Prior Designations
Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both … [Read more...] about Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
Top Estate Planning Tips for 2016
Top Estate Planning Tips for 2016 from William T Edwards, Jr. Let 2016 be the year that you finally tackle the task of ensuring your estate plan is … [Read more...] about Top Estate Planning Tips for 2016
Free Report: Florida Estate Planning for Newlyweds After 50 and The Blended Family
Once you have your estate plan updated and all of the new issues properly addressed, you can move forward with the confidence that this new chapter … [Read more...] about Free Report: Florida Estate Planning for Newlyweds After 50 and The Blended Family
Estate Tax: Changes In The Offing
Understanding where you are in relationship to the existing estate tax parameters is one of the first things you are going to want to ascertain when … [Read more...] about Estate Tax: Changes In The Offing
Estate Plans and Living Abroad
Having an estate plan is important, no matter what your age or where you live. Those Americans that live abroad should have an estate plan and also be … [Read more...] about Estate Plans and Living Abroad
