Should you have Co-trustees when preparing your Estate Planning

When clients select a successor trustee for their trust, they frequently choose one person to serve as a successor trustee at a time. Many attorneys continue to recommend that only a single trustee be appointed to avoid the potential for disagreements or conflicts between co-trustees during the trust administration after the trustmaker’s death or disability. [...]

By |2021-08-27T20:46:00+00:00August 27th, 2021|Estate Planning|Comments Off on Should you have Co-trustees when preparing your Estate Planning

Estate Planning Is More Than Just Death Planning

Many believe that estate planning is simply instructions on how to distribute your assets when you pass away, but the reality is that proper estate planning can do much more. While one major benefit of estate planning is to provide for your family and friends when you are gone, there are many benefits for you [...]

By |2021-07-23T20:10:46+00:00July 23rd, 2021|Estate Planning|Comments Off on Estate Planning Is More Than Just Death Planning

Living, Testamentary, and Constructive Trusts: Are They All the Same?

In the world of estate planning, terms that refer to legal documents such as wills, trusts, powers of attorney, and healthcare directives can be confusing and even overwhelming at times. What is a will, and how does it differ from a trust? What distinguishes a springing power of attorney from an immediate power of attorney? [...]

By |2021-06-18T09:22:13+00:00June 18th, 2021|Estate Planning|Comments Off on Living, Testamentary, and Constructive Trusts: Are They All the Same?

Keeping the Peace After You Are Gone

Planning With an Aim Towards Building Unity A will or trust contest can wreak havoc on families. The conflict can result in possibly irreparable resentment and loss of familial communication. Old rivalries and disputes can resurface during the trying time that occurs after the death of a loved one, especially a parent.  But careful estate [...]

By |2020-05-04T14:29:45+00:00May 1st, 2020|Estate Planning|0 Comments

Financial Powers of Attorney

The wealth, property, and investments we accrue over a lifetime are often significant. While you have carefully managed your finances through the years, there may eventually come a time when you cannot handle such decisions. To plan for the likelihood that you are unable to manage your financial affairs, it’s important to have everything in [...]

By |2019-08-02T12:38:20+00:00August 2nd, 2019|Estate Planning|0 Comments
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