When you use a trust, you bypass probate, a lengthy legal process that validates your will, and you leave precise, legally binding instructions for how to distribute and potentially maintain your assets. Have a beneficiary with special needs who’s ill equipped to manage the inheritance? Bequeathing complex assets that require…

More and more clients are coming to us owning cryptocurrency. Cryptocurrency is a unique asset and how to handle this asset is unique as well. Cryptocurrency isn’t a common asset left in an estate like a bank account, and many people are unfamiliar with digital currency. By leaving a detailed…

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