Estate Planning
Legal Architectural Diagram – Legal Services
In general, we prepare a detailed Legal Architectural Diagram for all or most of our clients. This diagram will show family members, entities, structures, ownership, assets, advisors, and related parties associated with planning. It will also generally detail specific objectives and concerns that drive the various planning options. The diagram may also show future entities…
Read MoreExpat Estate Planning
The expat lifestyle as a certain allure and mystique. Entertainment media serves up a stereotype image of wealthy Americans living the good life in far away places. The physical and emotional disconnect with the U.S. that expats find enjoyable also triggers huge problems for Expat Estate Planning. There seems to be a growing number of…
Read MoreOld ILIT New Solutions
There are many ways to modify or update an irrevocable trust. Find out how.
Read MoreThe Good Executor
This is a re-publication and update of an article I wrote that originally appeared here. Why “Executor” The title “Executor” is commonly used to refer to a person who administers the estate of a deceased person. In Latin, an Executor is always a male. The female counterpart is an “Executrix.” Gender specific titles can be…
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