Scenario Planning For Estate Planners As Risk Managers In 2025
In today's climate of uncertainty—locally, nationally, and globally—the role of estate planners as risk managers is more ...
Financial Planning4d
Fighting systemic racism with estate planning — one client at a time
Estate and trust planning by financial advisors on behalf of Black Americans can tear down the historical barriers that have led to persistent racial disparities today, according to a new study.
Gene Hackman and wife Betsy Arakawa named each other in their wills
A month after the couple died separately in their New Mexico home, an outside party has been appointed as the representative for their estates.
How, and why, to set up a trust for your house
Putting your home in a trust can protect your assets while you’re alive and make the ownership transfer easier after your ...
ABC Columbia1d
The American Dream: Understanding Trusts and how they (sometimes) can be a great tool
COLUMBIA SC (WOLO) – If you are in estate planning mode, there is a tool that can often be a great way to ensure that your wishes are carried out. Attorney Robert Grimm from Dial, Grimm, Dial joined ...
JD Supra10d
Living Trusts and Residential Real Estate, Concerns After Wildfires
If you have established a living trust and own real estate, you were likely advised to transfer the real estate to your trust. A living trust may ...
Accounting Today4d
Fighting systemic racism with estate planning — one client at a time
Estate and trust planning by financial advisors on behalf of Black Americans can tear down the historical barriers that have led to persistent racial disparities today, according to a new study. The ...