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Celebrating

our 10th year
blog anniversary

Author: Nicholas André

Legal vs. Beneficial Ownership: What it Means for Your Estate Planning

The amount of careful analysis and due diligence that good individualized estate planning requires cannot be overstated. Importantly, this process involves determining all the assets a testator has an interest in, how such interest is held, and finally how they would like to dispose of or pass on such interest(s)

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Shifting Sands: Generational Values and Attitudes Toward Wealth

Generations are shaped by the events, technologies, and cultural shifts of their time. As we usher in the new year, we also welcome the start of a new generational cohort, Generation Beta or Gen Beta—those born between 2025 and 2039. They follow Gen Alpha, who were born between 2010 and

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Heads Up: Pitfalls of Dying Intestate with Minor Children

When a person dies without leaving a valid will, they have died “intestate”. A valid will can provide for who should administer the estate, who should benefit from the estate, and the terms on which the beneficiaries inherit. If you die without a will in place, your estate will be

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The Pros and Cons of Multiple Executors and Trustees

An executor is the person appointed to carry out the provisions in a will, including distribution of the estate. A trustee is the person appointed in a will (in the case of testamentary trusts) or other trust document (i.e., an inter vivos trust) to administer a trust for the benefit

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