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Displaying 218 results for: trustee bonds
Court Bonds 12.05.2023

Probate Vs NonProbate Assets?

Probate Vs NonProbate Assets? The process of probate is somewhat like a funnel: upon death, assets pass through, so that decisions about where they end up are formalized, publicly and on the record. However, if…
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Probate Vs NonProbate Assets?
Court Bonds 12.05.2023

Heartwarming Estate Plan

Good news still happens, and sometimes in very unexpected ways, as folks in Hinsdale, New Hampshire learned, upon the death of Geoffrey Holt, a long time resident, who lived in a mobile home park. When…
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Heartwarming Estate Plan
Court Bonds 11.30.2023

Estate Planning: Tis The Season

Winter, along with festivities, offers families time for quiet togetherness, which can be well used to make or update estate plans and communicate about them too. Though doing so may feel difficult, having the basics…
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Estate Planning: Tis The Season
Court Bonds 11.30.2023

Feeling Thankful–and Lucky?

Two real life stories underscore the importance of making plans for our assets before it’s too late. If we are lucky to have more money than we can spend in our lifetimes, our generosity can…
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Feeling Thankful–and Lucky?
Court Bonds 11.28.2023

Purpose Trusts?

Although it can be said that every type of trust has a purpose, in that it exists to accomplish the goals of the trustor who established it, not every trust is actually a purpose trust….
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Purpose Trusts?
Court Bonds 11.03.2023

Timing’s Everything: Probate Disputes

  Ideally, careful estate planning results in a valid will, and likely a trust too, as well as communication of intentions and designation of a fiduciary, such as an executor or trustee, to carry out…
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Timing’s Everything: Probate Disputes
Court Bonds 11.03.2023

Professional Fiduciary?

One way or another, someone has to close out our affairs when we die, and this person is a fiduciary, with legal obligations to carry out duties in the best interest of the estate and…
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Professional Fiduciary?
Court Bonds 10.27.2023

Unmarried Partners: Avoid Intestacy

  Although it’s best for everyone to have an estate plan–and avoid dying “intestate”–it’s especially important for unmarried partners not to leave the distribution of assets for the law to manage. That’s because state intestacy…
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Unmarried Partners: Avoid Intestacy
Court Bonds 10.27.2023

Probate Heartache: Valid Marriage?

  Most families manage to avoid the headaches and heartaches of probate disputes through careful estate planning. Absent that, diligent adherence to probate protocols, including abiding by the laws of intestacy to distribute assets can…
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Probate Heartache: Valid Marriage?