Are 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...
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Julie Suen
- Oct 4, 2018
- 2 min
Choosing 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...
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Julie Suen
- Sep 3, 2018
- 1 min
Welcome 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...
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Julie Suen
- Aug 14, 2018
- 3 min
The 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...
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Julie Suen
- Aug 14, 2018
- 2 min
Who Can Claim Death Benefits and How to Claim Death Benefits After the Loss of a Loved One
Money is usually the last thing that someone grieving over the loss of a loved one wants to think about, but many people are often put in...
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