Trust Administration

Beneficiary Designations: What Are They And Why Are They Important?

When you’re planning your estate, you’ll hear much about beneficiary designations. They’re a fundamental part of the planning process,...

Lifetime Gifting & Estate Tax

There are many reasons why estate planning is essential. However, one of the main reasons we call out in that article is the idea of...

Pros and Cons of a Transfer on Death Account

In the estate planning world, no method is perfect. Even with something like a transfer on death (TOD) account, there are both pros and...

Preserving Your Legacy

As an estate planning attorney, one of the questions I get the most is how can I be sure that my kids aren't going to just waste my money...

Sibling Rivalry Rears Ugly Head After Death

Sibling Rivalry Rears Ugly Head After Death Whoever said two things in life are certain - Death and Taxes - should have added a third...

Trustees Who Breach Their Fiduciary Duties

Ignorance of the Law is Not an Excuse It is shocking to see how many Trustees break the law and violate their fiduciary duties. The...

Sibling Rivalry

Sibling Rivalry Whoever said there are two things in life that are certain - Death and Taxes - really should have added a third one to...

Who Should You Trust as Trustee?

Over the past few years I’ve worked with many people who have lost a loved one to help them understand how big their job is as trustee of...

Switching Places: How Children Can Protect Their Parents

In the last few years, the United States has started to see a distinct change in the age of the population. In 2009, over 15% of the...

Joint Tenancy: Who Really Survives?

Any accountant, real estate agent or attorney who is reviewing a married couple’s household documents can tell you that one thing pops up...

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