Estate planning

Seg funds for estate planning: advantages and pitfalls Fallback Image Decorative pattern

Estate Planning

Seg funds for estate planning: advantages and pitfalls

Segregated funds are often seen as useful for minimizing potential estate administration fees.

By Keith Masterman |March 31, 2016

4 min read

Understand executor compensation rules Fallback Image Decorative pattern

Estate Planning

Understand executor compensation rules

Understanding the rules

By Elaine Blades |March 18, 2016

5 min read

Financial planners can help craft better divorce settlements Fallback Image Decorative pattern

Estate Planning

Financial planners can help craft better divorce settlements

Advisors are often a critically important part of divorce settlements, complementing the skills of attorneys.

By Nathalie Boutet |March 11, 2016

3 min read

Luck, usually, won’t settle your estate Fallback Image Decorative pattern

Estate Planning

Luck, usually, won’t settle your estate

When my dad died, I was lucky. I’m not saying I didn’t like the guy (I did), or that his passing significantly lined my pockets (it didn’t). I was lucky for one very specific reason: his lawyer, who’d drafted his and my mom’s will after they moved to Princeton, N.J. in 1968, was still alive. […]

By Philip Porado |March 4, 2016

3 min read