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Different Trusts for Different Estate Planning Purposes

Trusts are legal entities that own assets, and all trusts are not alike. They are created by a written trust document with certain provisions that can vary from trust to trust.

Posted on: September 1, 2020

That Last Step: Trust Funding

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

Posted on: August 14, 2020

There Is a Difference between Probate and Trust Administration

Probate and trust administration are not the same. There are important differences and similarities between administering a decedent’s probate estate and administering a decedent’s trust estate.

Posted on: July 29, 2020

What Does a Successor Trustee Do?

I am named successor trustee in my parents’ trust. When the time comes, how do I sell the home and the other assets?

Posted on: February 7, 2020

Business Owners Should Start End-Game Planning Now

Running and owning a business is just like raising a child: Both are investments in the future and both require a lot of time, resources and effort to raise successfully.

Posted on: January 27, 2020

Start the New Year with Estate Planning To-Do’s

Every estate plan should bring you peace of mind, but much more than that, an estate plan is one of the best gifts you can give your loved ones.

Posted on: January 23, 2020

Tips for Choosing a Fiduciary

Being a fiduciary is a time-intensive and intellectually challenging task to put upon an individual.

Posted on: December 20, 2019

In Estate Planning, Fair and Equal are Different

We all have witnessed how children have a difficult time understanding why one sibling was treated differently. To overcome this, parents will make the well-intentioned mistake that fair and equal are the same.

Posted on: October 9, 2019

The Conversation with Your Doctor, Estate Planning Lawyer and Family Members

The best way to ensure that they know and understand your wishes, is to take a copy of your advanced healthcare directive or living will with you to your next check up and talk to your physician about it, then ask them to keep the copy on file.

Posted on: September 9, 2019

Can a Trust Be Amended?

In their trust they leave each other their share upon death and then I would be trustee when my last parent dies. I’m really concerned about this whole deal.

Posted on: September 3, 2019

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