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…
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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…
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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…
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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….
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Executing A Will: Duties Explained
Creating a will is an important way to organize affairs and prevent loved ones from having excess stress when we die. At the time a will is made, a trusted individual is designated to…
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Wealth Transfer: OutRight Or In Trust?
As Baby Boomers transfer trillions to younger generations, there are many decisions to be made, not just about what estate planning tools to use (wills or trusts) but about fundamentals, like whether to make…
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Rainy Days Continue For Prince’s Estate
When music legend Prince died unexpectedly in 2016, it took six years for relations and business associates to come to agreement over his assets and affairs. The plans, announced in 2022, would have allowed…
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Probate Dispute?
Ordinarily, probate court matters are routine, and may include admitting wills, greenlighting executors and ensuring creditors and beneficiaries receive the appropriate notifications in a timely manner. Sometimes disputes, such as will contests or claims…
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Planning Ahead: Capacity Decline
A brutal truth is that we can never know if or when we could experience a capacity decline that impedes our ability to run our businesses, handle our finances, and make sound decisions. That’s…
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