They want tax and estate help.
Her family is trying to muscle in on her will by claiming she was mentally ill.
New York has approved a new regulation allowing pet cemeteries to handle human remains.
How to prepare terminal returns
Rules vary from province to province
Make sure clients create separate wills in foreign jurisdictions
Do twenty- and thirty-somethings need wills? Experts remain divided.
The story of American art collector Charles Loeser shows a detailed will is no guarantee your client’s wishes will be fulfilled, reports the L.A. Times.
Testamentary, inter vivos, insurance and alter ego trusts are all effective vehicles for a variety of planning needs. There’s another type that’s rarely used: the blind trust. If you reel in a client who needs it, you’ll be doing well.
Many clients will become executors for parents, family members or close friends. But the job’s responsibilities may expose them to significant liability.