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Displaying 376 results for: Court and Fiduciary Bonds
Court Bonds 10.08.2022

First Responder? Estate Planning Jumpstart

  Estate planning is extra important for those who take on the high risks of being a first responder, such as firefighters, law enforcement officers, and paramedics. In addition to on-the job crisis, first responders…
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First Responder? Estate Planning Jumpstart
Court Bonds 10.08.2022

Estate Law: SCPA 2103 Proceeding?

  A fiduciary charged with overseeing the affairs of an estate, such as the executor, representative or administrator, must safeguard the assets on behalf of the beneficiaries. In New York, if the fiduciary believes assets…
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Estate Law: SCPA 2103 Proceeding?
Court Bonds 09.29.2022

Estate Planning: Don’t Forget…

  If you are proactively creating a plan for what ultimately happens to your assets and other valuables you care about, good for you! Your loved ones will be so thankful to have less to…
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Estate Planning: Don’t Forget…
Court Bonds 09.29.2022

Estate Planning: Life In Multiple States?

  Although the “snowbird life”—enjoying different times of year in different states—was a thing way before pandemic induced disruptions, new remote lifestyles have made it more possible then ever to live life from two or…
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Estate Planning: Life In Multiple States?
Court Bonds 09.23.2022

Choosing An Executor or Trustee

  How do you decide who to designate as the executor of a will or trustee of a trust? Estate planning attorneys advise careful attention to making these decisions. Though sometimes families treat the designations…
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Choosing An Executor or Trustee
Court Bonds 09.23.2022

Understanding Undue Influence

  What constitutes undue influence in an estate plan? What are some of the reasons why beneficiaries might challenge an estate plan over undue influence? How do different states handle claims of undue influence? Read…
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Understanding Undue Influence
Court Bonds 09.18.2022

Assets, Debts, Taxes: Executor Duties

Agreeing to execute the will of a loved one or friend involves more then most people realize. Executors are encouraged to prepare ahead of time to the greatest extent possible. Experts share their insights for…
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Assets, Debts, Taxes: Executor Duties
Court Bonds 09.18.2022

Estate Plans: It Takes a Village

  By it’s very nature, creating—and periodically updating, an estate plan requires us to involve others. Importantly, for example, when young children are involved, a guardian must be designated. Wills rely on personal representatives, typically…
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Estate Plans: It Takes a Village
Court Bonds 09.10.2022

Executing Paul Allen’s Estate

  When Microsoft co-founder, Paul G. Allen died in 2018, his net worth was estimated at $20.3 billion. His sister Jody Allen has had the big role of executing his estate in line with his…
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Executing Paul Allen’s Estate