“Trusts can be very powerful tools to transfer and protect family wealth for future generations,” says Michael Gold, president and CEO of Gold Family Wealth, a leading wealth management boutique. “Sometimes families end up becoming unhappy with their trusts because they proved to be the wrong solution.” Continue Reading HERE Source Credit:  https://www.forbes.com/sites/russalanprince/2018/10/17/why-you-might-need-to-fix-your-family-trusts   Probate of Wills…

“Experienced estate planners see a high percentage of clients with these recurring mistakes. They know if you’ve never seen an estate planner or haven’t had a plan revised within the last three years, your plan is likely to have at least one of these costly mistakes. (Remember, even if you haven’t seen an estate planner,…

When a loved one has special needs, you can’t just assume that everything will work itself out upon your passing or becoming disabled. Whether it is a special need caused by dependency issues or a need that someone was born with, the end result is the same. Just leaving your estate without proper guidance could…

Planning for disability is just as important as estate planning and can help minimize family conflict, protect family members, and ensure security and access to financial assets during incapacity. Mental or physical disability can occur at any time, often unexpectedly, and may last for years. Failure to plan accordingly can trigger protracted court proceedings to…

Most people understand the benefits of having an estate plan in place, such as: providing for distribution of assets upon death; minimizing taxes, fees and court costs; avoiding conflict within families; providing for loved ones with special needs; and providing for the management of person and property in the event of incapacity. You have likely…

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