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Displaying 35 results for: fiduciary bonds
Court Bonds 10.19.2021

Direct Deposit Options for Veterans

  Estimating that approximately 175,000 veterans need help obtaining bank accounts, the Department of Veterans Affairs (VA) has launched the Veterans Benefits Banking Program (VBBP). The goal is to ensure veterans receive their full benefit…
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Direct Deposit Options for Veterans
Court Bonds 10.19.2021

Separate Revocable Living Trust?

  Trusts are sometimes a useful way to transfer assets to beneficiaries, or even to plan ahead for our own needs. Though most married couples opt for joint, Revocable Living Trusts (RLT), there are circumstances…
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Separate Revocable Living Trust?
Court Bonds 10.08.2021

Estate Law: The Human Side?

Some estate planning experts find it easier to dig into the numbers side of the work than the human side. While the resulting plans might seem logical—especially from a tax reduction standpoint—they don’t always make…
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Estate Law: The Human Side?
Court Bonds 10.08.2021

The Family Home: Passing It On?

In many families, a home, is the most valuable asset—making parents eager to pass it on to the next generation. There are different options for doing so, depending on the circumstances. Thoughtful estate planning can…
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The Family Home: Passing It On?
Court Bonds 10.07.2021

Undue Influence?

  Some Trust and Estate lawyers are observing a rise in claims of undue influence related to the affairs of decedents who suffered from dementia. The recent Matter of Varrone from Surrogate’s Court in Queens…
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Undue Influence?
Court Bonds 10.06.2021

Probate Litigation?

Family disputes over real estate or gifts. Contesting wills or trusts. Conflicts about guardianships or conservatorships. These are all examples of issues that can result in lengthy probate litigation cases. Experts advice families on the…
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Probate Litigation?
Court Bonds 09.29.2021

Grieving and Playing Detective?

Imagine your loved ones digging through papers while in a state of grief? Unfortunately, this is what happens when there is a death in the family before affairs are put in order. For additional incentives…
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Grieving and Playing Detective?
Court Bonds 09.29.2021

Vacation Joy or Inheritance Headache?

If you have had the good fortune of enjoying a vacation home or timeshare, good for you! Don’t be too quick to assume, however, that family or friends want to continue your tradition when you…
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Vacation Joy or Inheritance Headache?
Court Bonds 09.22.2021

Trust: Consider An Independent Fiduciary

  Although estate planning can be complex in any family, lawyers find that large and blended families tend to face extra challenges. More people means there are likely to be more ideas and hopes about…
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Trust: Consider An Independent Fiduciary