Category: Tax
Executor’s fees are considered to be expenses of an estate, and are generally paid from the estate. However, in some circumstances, you may not want to claim a fee.
Should I put my Will in my safety deposit box? That is a frequently asked question by many clients of mine.
A family philanthropic foundation is an effective way to bring all family members together to work towards a shared business objective.
Should I put my Will in my safety deposit box? How easy is it for my executor to access my Will? Tips on safety deposit boxes and your Will.
A Power of Attorney, if used carefully, is an important estate-planning tool. This document is commonly prepared to provide for situations where a person cannot manage their own affairs.
Many people think that they have complete autonomy over how their assets are distributed when they die. The widely held belief is that if you have a Will that sets