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If you will, allow us to present the hypothetical case of Pete Moneywise, a married, 78-year-old father of three who wants to ...
Before paying for complex avoidance strategies or leaving your family to navigate a mess, find out what probate looks like ...
Before paying for complex avoidance strategies or leaving your family to navigate a mess, find out what probate looks like ...
The fight for control of the family’s trust and fortune illustrates how not to do intergenerational wealth transfer.
My mother’s trust, formed with my father, names her as the sole trustee after his 2012 passing. My brother and I are ...
Inheritances can take months to receive, especially if they have to go through the probate process. This type of asset, however, can be used immediately.
Constance Carter, founder of California's largest independent Black-owned real estate firm, emphasizes importance of estate ...