The Williams Group conducted a 20-year study of high wealth families to review the transfer of wealth from one generation to the next. The study found 70 percent of families lost their wealth by the second generation and 90 percent by the third. Surprisingly, the...
Month: April 2018
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- Q&A (188)
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- Trust And Estate Administration (63)
Recent Posts
- Q: My partner and I are not married and do not plan to marry. Can we still benefit from an estate plan?
- Q: My partner and I are not married and do not plan to marry. Can we still benefit from an estate plan?
- Q: I own a business and a home. Should I still have a living trust even if I am unmarried and don’t have any children?
- Q: Is it true that my mother’s estate, which was rather modest, will not require a full probate because of its relatively small value?
- Q: My uncle died and his estate needs to go through probate. He did not have a Will. Who will receive the assets of his estate at the end of the probate?