A sector vitally important to estate planning, probate genealogy suffers from opt-in regulatory bodies, creating unethical practice and driving higher prices.
Just hearing the word “litigation” can trigger feelings of unease for many, but in reality, trust litigation is just a tool, a formal process through which an heir, beneficiary or fiduciary who has been aggrieved has the ability to ask a third party, here a probate judge, to resolve a dispute. Trust litigation begins with […]
What are common advanced estate planning techniques? The creation of a wealth planning Limited Liability Company coupled with a Life Insurance policy placed into an Irrevocable Life Insurance Trust is common. Charitable Remainder Trusts, QPRTs & GRATs are standard advanced planning techniques as well. Many times, clients will have Estate Planning goals that can be […]
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