Prompted by recent news coverage detailing the collapse of Silicon Valley Bank and Signature Bank New York, some of our clients have asked us the question: What is my exposure in the event of bank ...

When representing fiduciaries in litigation that estate and trust beneficiaries commence, my Farrell Fritz, P.C. colleagues and I seek to limit the fiduciaries’ exposure to liability. One way to ...

Almost every funded trust has one or more bank accounts – checking, savings, money market or certificates of deposit – and most of those accounts are insured by the FDIC. What many do not realize is ...

But before we get into the nitty gritty, here are a few bottom lines: To minimize the risk of uninsured deposits for a joint revocable trust account, a good rule of thumb is to maintain an aggregate ...

As you get older, there are two major things that you should consider. One is retirement. Having the necessary retirement savings and a financial plan will allow you to live the kind of life you want ...

Revocable trusts are a type of trust agreement in estate planning in which a grantor, or the owner of assets, establishes a trust for beneficiaries with the help of a trustee, who is responsible for ...