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T&C Family Office Group

Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.

Taking the mystery out of the probate process

Few estate planning subjects are as misunderstood as probate. Its biggest downside, and the one that grabs the most attention, is the fact that probate

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Achieve multiple estate planning goals with one trust: A CRT

For many people, two common estate planning goals are contributing to a favorite charity and leaving significant assets to your family under favorable tax terms.

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What are the duties of an executor?

A key decision you must make when drafting your estate plan is who to appoint as the executor. In a nutshell, an executor (called a

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A real-life example of why a holographic will isn’t enough

Legendary singer Aretha Franklin died more than six years ago. However, it wasn’t until last year that a Michigan judge ruled a handwritten document discovered

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A spendthrift trust can act as a wealth preserver

Tax planning is only a small component of estate planning — and usually not even the most important one for most people. The primary goal

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Undoing an irrevocable life insurance trust is possible

Life insurance can be a powerful estate planning tool. Indeed, it creates an instant source of wealth and liquidity to meet your family’s financial needs

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A power of appointment can provide estate planning flexibility

A difficult aspect of planning your estate is taking into account your family members’ needs after your death. Indeed, after you’re gone, events may transpire

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A QDRO can ease the transfer of retirement plan assets in a divorce

Getting divorced and dividing up assets is no easy matter. At least you can sell a house, a car or certain other possessions and distribute

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Provide for multiple generations using a dynasty trust

When creating estate plans, people generally take their children and grandchildren into consideration and plan accordingly. For those who would like to plan beyond the

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Fort Lauderdale, FL 33301
(954) 333-0001
Fax: (954) 765-0719

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