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Displaying 216 results for: estate bonds
Court Bonds 06.09.2023

Who Should Be Your Trustee?

Who Should Be Your Trustee?More and more families are recognizing the usefulness of trusts for both care plans  and estate plans. Attorneys remind us that in addition to thinking critically about the type of trust…
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Who Should Be Your Trustee?
Court Bonds 06.09.2023

Wills and Trusts: The Differences Explained

  Organizing our assets for distribution to others is obviously important. Even if we have carefully managed to set aside just a little more then we need, gifts will mean a great deal to loved…
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Wills and Trusts: The Differences Explained
Court Bonds 06.01.2023

Probate: Not All Bad

  “Avoid probate,” is a buzzy phrase in estate planning. Keep in mind, however, that though the public process of settling our affairs does take some time and administrative wear and tear, it can be…
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Probate: Not All Bad
Court Bonds 06.01.2023

Asset Protection: LLC Vs Trust?

  Safeguarding assets is important to everyone, and those who own businesses arguably need to pay particular attention to both company and personal assets. Limited Liability Companies (LLCs) and Trusts can each play a different…
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Asset Protection: LLC Vs Trust?
Court Bonds 05.24.2023

Probate Drama: Surprise?

  When you agree to serve as the fiduciary responsible for the affairs of a friend or relation upon their death, be aware that some drama could crop up, especially if there is no estate…
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Probate Drama: Surprise?
Court Bonds 05.24.2023

Contingent Beneficiaries?

  Creating a will is a great way to ensure assets and treasures, be they few or many, end up where we want them to—with designated loved ones, friends or charities. Be careful though: what…
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Contingent Beneficiaries?
Court Bonds 05.15.2023

Complex Family? Estate Plan!

  Fact of life: families change—and so do the needs of the individuals in them. Accordingly, financial plans, accounts, documents, named beneficiaries and appointed fiduciaries must be reviewed and adjusted periodically in order to keep…
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Complex Family? Estate Plan!
Court Bonds 05.15.2023

Gen Z Beneficiaries?

  Born between 1997 and 2012, members of Gen Z are the first generation to have grown up with smart phones and social media embedded in their lives. They are generally thought to be financially…
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Gen Z Beneficiaries?
Court Bonds 05.10.2023

Aging Solo? Appoint A Fiduciary

  While it is important for everyone to have a plan for aging, those embarking on the journey alone—sojourners—arguably need to be the most proactive about putting plans in place. Perhaps the most challenging aspect…
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Aging Solo? Appoint A Fiduciary