Julie SuenMay 10, 20212 minAre Your Revocable Trust Agreements Prepared for Changes Ahead?The estate tax and lifetime gift tax exemption (which was temporarily doubled until 2025) is currently $11.7 million per person ($23.4...
Julie SuenOct 4, 20182 minChoosing the Right Trustee To Oversee A Minor’s Inheritance.Naming a trustee to oversee a minor’s inheritance is perhaps the most important decision a grantor will make. The most logical choice for...
Julie SuenSep 3, 20181 minWelcome To My Blog!I'm grateful that you're here! I encourage you to start by getting a copy of my free ebook "5 KEYS TO SAFEGUARDING YOUR CHILDREN'S...
Julie SuenAug 14, 20183 minThe Queen of Soul left without a Will...Aretha Franklin, heralded as the “Queen of Soul,” died from pancreatic cancer at age 76 on August 16th at her home in Detroit. Like...