If you want to provide your loved one with an inheritance, while protecting them from estate tax and asset protection risks, a beneficiary-controlled trust may be right for you.
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Trust and Estate Administration
Gregory S. DuPont, JD, CFP
5 Questions to Ask when Hiring a Professional Trustee
A trustee's work can be time-consuming and complicated. So, many people choose to hire a professional fiduciary to be their trustee. Sometimes this is a bank, a professional trust company, or an estate attorney. When looking to hire a professional to serve as your trustee, the following are several questions to keep in mind.
Gregory S. DuPont, JD, CFP
Why Do I Have to Open a Probate Estate?
We often think that if we're careful enough, and draft an estate plan, our estate won't have to go through probate when we die. But sometimes, the unexpected happens. Here are seven reasons why an estate might have to go through probate.