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Displaying 104 results for: fiduciary bonds
Court Bonds 06.10.2022

Directed Trusts: A Basic Overview

When creating a trust, the designation of trustee is among the most important decisions the trustor makes. As a fiduciary, the trustee has significant responsibilities on behalf of beneficiaries—but may not necessarily have deep financial,…
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Directed Trusts: A Basic Overview
Court Bonds 05.31.2022

Encanto: Inspiration for Estate Planning

If you and your family are among the many millions of Americans who have not yet figured out how to pass your assets to the next generation (aka estate planning), try taking some creative inspiration…
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Encanto: Inspiration for Estate Planning
Court Bonds 05.31.2022

Modern Families vs Intestate Succession?

  State laws of intestate succession that typically date back to the 1950s determine the relations who receive our assets if we die with a will. Experts point out that this can create unfortunate disconnects,…
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Modern Families vs Intestate Succession?
Court Bonds 05.24.2022

Aging In Place: Estate Planning

  Amidst the housing affordability crisis across the country, thoughtful planning for what becomes of our homes when we die has the potential to generate a spiral of good for our families—and even our wider…
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Aging In Place: Estate Planning
Court Bonds 05.24.2022

Public Fiduciary Explained

  Many retirees opt to spend their late years in sunny Arizona—even if that means forgoing a local family support network. Recognizing this, Arizona probate courts appoint fiduciaries to serve as personal representatives, or even…
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Public Fiduciary Explained
Court Bonds 05.16.2022

Probate Problems?

  You’re not alone. Navigating probate can be challenging. Bonds are often required and the terminology can be baffling. Colonial’s here to help. Our online service makes it easy and speedy for anyone to secure…
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Probate Problems?
Court Bonds 05.16.2022

When Does a Will Become Public Record?

  After a will is created, it can be safely filed almost anywhere: with a lawyer, in a safe deposit box, desk drawer…Options depend on the degree to which privacy and security are a concern….
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When Does a Will Become Public Record?
Court Bonds 05.11.2022

Personal Representative Explained

  Among the important decisions we must make when writing a last will and testament is designating a personal representative to handle our affairs when we die. It’s useful to understand the terminology, duties and…
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Personal Representative Explained
Court Bonds 05.11.2022

Diminished Capacity?

Representing clients who may be experiencing a change in capacity presents lawyers with serious challenges and ethical considerations. What can and should a lawyer do when a client’s changing capacity seems to require attention? Legal…
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Diminished Capacity?