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Displaying 287 results for: Estate Bond
Court Bonds 07.17.2024

Estate Planning: Fiduciary Roles Explained

  At its best, estate planning addresses goals related to both our own well-being as we age, and the designation of assets–be they modest or many–for beneficiaries. The ultimate success of estate plans rests with…
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Estate Planning: Fiduciary Roles Explained
Court Bonds 07.17.2024

COVID’s Impact on Estate Planning?

  Even after living through the pandemic, it’s estimated that over two thirds of Americans still have no estate plan, which ultimately leaves loved ones with hard things to do and decide. Even if our…
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COVID’s Impact on Estate Planning?
Court Bonds 07.12.2024

Summary Administration Explained

  Following the death of a loved one, the debts of the deceased are sorted out in probate court, which then directs the distribution of assets according to the will, or absent a will,  the…
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Summary Administration Explained
Court Bonds 07.12.2024

Things Are Always Changing…

  If you have made an estate plan—good for you! Too many have not. However, you do need to review it every few years–and sooner if there are life changes–or a change in asset status….
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Things Are Always Changing…
Court Bonds 07.07.2024

Estate Planning and AI?

  Can you use AI for estate planning? Sure. Is it a good idea to rely on AI for estate planning? Most likely not. Solid estate planning requires understanding nuances and tailoring tools, like trust…
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Estate Planning and AI?
Court Bonds 07.07.2024

Reforming Wills and Trusts?

Yes, courts can make changes to a will or trust. However, typically, they are hesitant to do so, in an effort to maintain the integrity of the intentions reflected in them. Nonetheless, reformation can be…
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Reforming Wills and Trusts?
Court Bonds 06.28.2024

What If The Nest Is Never Empty?

  During estate planning, the question of what to do with the family home is often the most important decision to be made, as it frequently represents the most valuable asset to be inherited. Given…
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What If The Nest Is Never Empty?
Court Bonds 06.27.2024

Unmarried Life Partners? Estate Plan!

  While keeping affairs organized is important for all adults, life partners who do not marry need to be especially careful. Without an estate plan, asset distribution is subject to state laws of intestacy, which…
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Unmarried Life Partners? Estate Plan!
Court Bonds 06.25.2024

Everyone Needs An Estate Plan

  Estate planning is not only about having bags of money to give away. Practically everyone needs a will to ensure affairs are left as organized as possible for loved ones. A complete estate plan…
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Everyone Needs An Estate Plan