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Displaying 105 results for: trustee bonds
Court Bonds 07.02.2022

Executor? Get Ready

  When you’re entrusted with the will and other affairs of someone you care about, it’s best to prepare ahead. Of course that sounds awful, but grief will make the fiduciary responsibilities you’ve accepted even…
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Executor? Get Ready
Court Bonds 07.02.2022

Estate Plan: Update vs Rewrite?

Mustering family energy and focus to complete an estate plan once is a pretty big deal, right? While doing so is a gift to everyone involved, estate planning is not a “set it and forget…
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Estate Plan: Update vs Rewrite?
Court Bonds 06.27.2022

Probate vs Probate Litigation?

  When a loved one dies, grief can make legal terms even harder to comprehend then usual. Here’s clarity on probate: most families will work through their state’s probate process to settle the affairs of…
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Probate vs Probate Litigation?
Court Bonds 06.27.2022

Trusts and Wills: Understanding Differences

  Wills and trusts are both helpful estate planning tools. Either a will or a trust enables families to lay out how assets are ultimately to be distributed. When wills are used, the public probate…
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Trusts and Wills: Understanding Differences
Court Bonds 06.21.2022

Will Contests Delay Probate

  Although many states now have expedited probate processes, lengthy delays can still occur. For example, if there is a challenge to the validity of a will, the probate process essentially comes to a halt—no…
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Will Contests Delay Probate
Court Bonds 06.21.2022

Fairness and Estate Planning

  When it comes to estate plans, there are no laws requiring parents to evenly divide assets among children. Equality often makes the most sense, both practically and emotionally. However, life circumstances may prompt questions…
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Fairness and Estate Planning
Court Bonds 06.16.2022

Inheritance: Too Much?

  What is the right amount of money to leave adult children? This is an important question for families who have had the good luck to accumulate more money then necessary for a satisfying and…
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Inheritance: Too Much?
Court Bonds 06.16.2022

Trustees: Impartiality and Good Judgment

  When estate plans involve trusts, lawyers advise careful consideration in naming the trustee. Families may think they are immune to conflict, but grappling with death and financial decision making can present difficult challenges for…
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Trustees: Impartiality and Good Judgment
Court Bonds 06.10.2022

Do’s and Don’ts for Executors

  Executing a will can be fraught with difficult tasks. For example, debts must be resolved before assets are distributed—and prolonged waiting can lead to anxious beneficiaries. Add grief to the mix and conflicts can…
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Do’s and Don’ts for Executors