On April 21, 2016, Prince was found dead at his Paisley Park complex in Minnesota from an accidental overdose. With no recognized Will or established Trust, Prince left behind an estate valued between $100 – $300 million.  This estimate does not include: current and future income, including royalties from music sales after Prince’s death tickets sales…

What To Do To Make Your Passing Financially Sound Clients typically consider their estate planning at three predictable junctures in their lives: when they first have children and are concerned about who will raise them if “something happens” when their children are grown and need to be named as successor trustees when they are old,…

Many people never review their trust after leaving their estate planner’s office.  Unfortunately, failing to review your trust periodically can lead to unintended and costly consequences for your beneficiaries. First, you should periodically check your trust and financial records to make sure all assets that should be held in the trust are appropriately titled.  This…

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