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Tag: Estate Plan

10 '16

Prince’s Estate Dispute

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...
08 '16

Your Final Estate Plan

What To Do To Make Your Passing Financially Sound Clients typically consider their estate planning at three predictable junctures in their lives: 1. when they first have children and are...
09 '12

Reviewing Your Estate Plan

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,...