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How to Pay for Care without Going Bankrupt

Can You Prevent Family Fights over Inheritance?

Avoid family squabbles over inheritance.

In early 2022, Bloomberg News reported that Americans can expect to inherit $72.6 trillion over the next quarter century—more than twice as much as a decade ago. With so much potential generational wealth on the line, there is always a risk that it will become the subject of a dispute.

What Is the Purpose of a Pet Trust?

Pet Trusts

Many well-off pet owners have left millions of dollars to their cats, dogs and even chickens—perhaps most notoriously Leona Helmsley, who left US$12 million when she died in 2007 to her white Maltese dog Trouble.

Why are Trusts a Good Idea?

Trust Planning

Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.

Are There Less Restrictive Alternatives to Guardianship

Man with dementia may need less restrictive alternative to guardianship

Although laws vary from state to state, every state requires that less restrictive alternatives be considered before invoking a guardianship. These might include such vehicles as limited guardianships, powers of attorney or assisted decision-making agreements.

What Can Trusts Do for Me and My Family?

Estate Tax Gifting Exemption

Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.

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