How to Pick a Trustee, Executor, and Agent Under a Power of Attorney

While the term fiduciary is a legal term with a long history, it very generally means someone who is legally obligated to act in another person’s best interests. Trustees, executors, and agents are all examples of fiduciaries. When you pick trustees, executors, and agents in your estate plan, you’re picking one or more people to [...]

By | 2017-02-17T15:37:27+00:00 February 17th, 2017|Estate Planning|0 Comments

Till Death Do Us Part, Too: Estate Planning Tips for Commitment Without Marriage

Advice columnist Ann Landers once observed that “love is friendship that has caught fire.” If that’s true, there are thousands of ways for that blaze to unfold. For many Americans, such devotion and passion do not need to be neatly formalized as marriage. In fact, our cultural norms are shifting, and quickly. Consider the following: [...]

By | 2017-02-17T00:00:11+00:00 February 17th, 2017|Estate Planning|0 Comments

Who Needs an Estate Plan?

If you’re reading this, you need an estate plan. Why? The short answer is “Everyone, age 18 and older needs an estate plan.” It doesn’t matter if you are old or young, if you have built up considerable wealth or if you are just entering adulthood - you need a written plan to keep you [...]

By | 2017-02-14T16:22:36+00:00 February 14th, 2017|Estate Planning|0 Comments