When setting up a trust for a loved one with special needs, you’ll also choose a trustee, which might be yourself, or a friend, relative or professional. No matter who you choose, it’s important to… Read Moreabout Special Needs and the Trustee Role
Along with the spring showers, there’s been some uncertainty in the air about the required minimum distributions for inherited retirement benefits. Estate law practitioners explain the confusion and offer an update. The Secure Act of… Read Moreabout IRS Estate Law Updates
Typically when someone dies without a will, an administrator is appointed in probate court to settle the affairs of the deceased. When there is a will, an executor generally performs this role. In either case,… Read Moreabout Settling Affairs: Get A Bank Account
Probate Explained Probate is not as scary as it can sometimes sound. Understanding the basics will take a weight off your shoulders if you are executing or administering a will. Even getting a probate bond… Read Moreabout Probate Explained
Typically when someone dies without a will, an administrator is appointed in probate court to settle the affairs of the deceased. Frequently, probate courts require the administrator to obtain a type of fidelity bond,… Read Moreabout Court Appointed Administrators Explained
Estate planning experts are helping older adults realize unspoken hopes about the “right” distribution of assets to grown children. Sometimes this results in less equal, but ultimately more fair plans. Realistic and transparent family… Read Moreabout Unequal But Fair: Estate Planning
Legal experts caution that adding a child to your bank account for efficient access to funds upon your death can create its own complications. Additionally, doing so is not nearly the same as formalizing your… Read Moreabout Joint Bank Accounts Create Complications
The art we choose to value contributes to our stories—those we tell and those that will be told about us. Whether you have a few cherished antiques, splurged on a work of modern art that… Read Moreabout Estate Planning For Art Collectors
While creating your estate plan, don’t forget to also arm your loved ones with information about how they can best care for you in the event you become incapacitated. Legal experts provide pointers for making… Read Moreabout Count Yourself In: Consider a Trust
