Category Archives: Uncategorized

Just like cars, there are many different types of trusts out there for you to select. For those of you who aren’t familiar with the concept, here is a run-down; a trust is a legal arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Most trusts are...

One of the most common question I’m asked is, “what happens to my loved-one’s credit card debt when they pass away?  More importantly, will it be my responsibility?”

When you take out a credit card in your name, you’re agreeing to repay whatever you borrow....

There’s no other way to say it.  Almost two years after the legendary singer died, Prince’s estate is more convoluted than ever.  To the best of our knowledge, the Purple One didn’t have a will.  Leaving behind an estimated $300 million estate, Prince died without parents, children or a spouse declared as his heirs.       As a result,...

I'm often asked how to prevent family squabbles once a loved-one passes away.  Surprisingly, the answer is to ensure a common understanding of the estate plan.  Even an "unfair" plan, where one person doesn't feel they are receiving their fair share, is more easily digestible if communicated correctly.  Coincidentally, Holidays are a perfect time to...