Jun 7, 2021 | Blog, Estate Planning
Whether you need to select a trustee, you have recently become a trustee, or you are a beneficiary of a trust, you can benefit from knowing the duties of the trustee. This article reviews some of the duties of a trustee in order to provide a clear understanding of...
Apr 29, 2021 | Blog, The Valuation Report
While the pandemic has stymied many businesses, important valuation litigation has continued to make its way through the courts. The following provides an overview of a few cases of particular interest to the valuation community and the lessons we can learn from the...
Apr 26, 2021 | Blog, Estate Planning, Tax
While estate planning can have complexities for all families, additional complications may exist for those who remarry. On top of considering your spouse and children in your current marriage, you may have children from prior marriages and stepchildren. Ensuring that...
Apr 19, 2021 | Blog, Estate Planning
The idea of leaving a significant inheritance to your children or grandchildren may give you pause. Could the promise of wealth make your heirs act financially irresponsible or reckless? Anticipating a cash cushion, will they neglect their education or fail to pursue...
Jan 21, 2021 | Blog, Estate Planning
In most cases, by the time family members read the deceased’s will, they already know its contents and don’t object to them. But in some instances, wills can leave relatives feeling deceived, angry, and ready to take legal action. To prevent someone from contesting...
