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Displaying 235 results for: trustee bonds
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
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