You work and save for your eventual retirement. You also accumulate assets with the desire to pass them on to your loved ones. Not only is accumulating valuable assets important as a legacy to your loved ones but planning exactly what you wish to happen to your assets...
Month: May 2022
When and how can spendthrift trusts benefit an estate plan?
One of the main purposes of a trust is to protect the assets in the trust for the benefit of the beneficiaries. Unfortunately, sometimes beneficiaries can get into financial trouble that threatens the integrity of the trust. An estate plan that includes a spendthrift...
How to prepare to probate a loved one’s estate
Most Bridgewater area residents do not have a lot of experience in dealing with a person’s estate after they pass away. It’s not something we do on a regular basis, so when the time comes it can be confusing and stressful. If you find yourself as an estate executor...
