Joint Accounts and Probate?
Adding adult children to accounts (aka “joint tenancy”) is one way to allow assets to pass on to them expediently, without going through the public process of probate, upon your death. Joint tenancy is simple…
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Why Are Revocable Trusts So Handy?
Revocable trusts are the most common type of trust. Setting up a revocable trust is relatively easy, allows for flexibility and helps with a number of estate planning goals. Part of the appeal, as the…
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Getting Help: Estate, Probate and Trust Administration
Expert legal help is a good idea during estate planning, while navigating probate as a personal representative, or when serving as a trustee. Here are examples of the legal processes attorneys can guide you through,…
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Should The Executor of a Will Use Discretion?
Just as the title expresses, the role of executor is to carry out the intentions of the testator (aka person creating a will), so generally, executors do not volunteer their own discretion while fulfilling their…
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You’re Hired! Oops…
Given the investment involved in finding, onboarding and retaining excellent employees, “one and done” interviews (“OK, start tomorrow”) are not the way to go, even if you are desperate and the candidate seems terrific. Effective…
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Scathing Email?
What now? How dare they! All business leaders have the experience of unexpectedly getting slammed with an unexpectedly critical, and even nasty, email. What to do? Take a breath, walk away, and think carefully before…
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Updating Estate Plans: A Checklist
If you’ve made an estate plan, good for you: you’re ahead of many people in gifting your family (and yourself) with peace of mind. However, keep in mind, estate planning is not a “once and…
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Trusts: Separate and Unique Entities
Under the eyes of the law, trusts are separate and unique entities, and this is why they are incredibly useful estate planning tools. Trusts can be set up to accomplish a variety of goals. All…
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Extreme Weather: Transportation Resilience
As incidents of extreme weather continue to make news around the country, it’s clear that many of our surface transportation systems are not up to the challenge. Increasing resilience in the face of everything from…
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