Your family's future is important to you. These estate-planning tips can help secure it
From updating your will to planning for your children's care to addressing long-term care needs, make your family's needs a ...
3 Reasons to Seriously Consider Using a Living Trust to Pass an Inheritance to Your Family
You always want to ensure your trust is aligned with your current situation and wishes. A simple amendment might do the trick ...
Charitable Remainder Trusts Explained: Overview And Functions
A CRUT works by distributing a fixed percentage of the trust's value to beneficiaries annually, which can vary based on the ...
My dad left most of his estate to me. His ex-girlfriend got $200K — but wants more. Can she challenge the trust?
Let’s say you received most of your dad's estate, while his ex-girlfriend got $200,000 from his 401(k). But what if she asks ...
Unlocking The Power And Potential Of The QTIP Trust
A Qualifying Terminable Interest Property (QTIP) trust can be an advantageous tool for married couples to utilize as part of ...
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How to choose who to inherit and avoid family disputes
Navigating the complexities of estate planning can be challenging, but with careful consideration and open communication, you ...
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The Alphabet Trust and its benefits for South African families
As wealth management evolves, South African high-net-worth individuals ("HNWIs") are increasingly looking for efficient offshore structures to ...
What happens to your investment accounts after you die?
Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...
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How to Set Up a Trust in Nigeria: Your Complete 2025 Checklist | Leadway Capital
Learn the step-by-step process of setting up a trust in Nigeria. Get expert guidance on protecting your assets and securing your family's future with this comprehensive trust setup guide.