Estate Planning: What Does “Per Stirpes” Mean?
By Jack Owen, Jr. Esquire, CPA, Estate Planning Attorney and CPA, and Craig Kirsner, MBA, President of Stuart Estate Planning Wealth Advisors This old Latin term means keeping your assets […]
Dynasty Trust
Estate Planning: Is a Will Enough?
By Jack Owen, Jr. Esquire, CPA, Estate Planning Attorney and CPA, and Craig Kirsner, MBA, President of Stuart Estate Planning Wealth Advisors You may think that creating a will is
Dynasty Trust: How to Leave Your Estate to Your Loved Ones (Not your In-Laws)
It’s possible to bequeath your assets exactly where you want them to go Sometimes, we just don’t get along with our in-laws. And when it comes to leaving a
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