Estate Planning

Can a Trustee or Attorney-In-Fact Be Compensated?

Jan 25, 2018

A trustee and an agent under a power of attorney are fiduciaries, meaning they are obligated to act ...

How a Spendthrift Trust Can Work for Your Family

Jan 11, 2018

In recent years, trusts have become increasingly popular as estate planning tools. Many people get t...

Planning for Your Incapacity: The Forgotten Part of Your Estate Plan

Nov 21, 2017

Everyone who makes an estate plan has a “why.” To provide for their family. To create a legacy. ...

Sbo Trusts After Hegadorn: What You Should Know

Aug 29, 2017

If you’ve reached this page, you should know that the law has changed again. Learn about the 2019...

Philip Seymour Hoffman’s $12 Million Mistake

Aug 17, 2017

Imagine what it would be like to be the beneficiary of a multimillion dollar estate. Now imagine wha...

If the Estate Tax Is Repealed, Do I Still Need a Trust?

Jul 26, 2017

Trusts are often spoken of as a way to eliminate or reduce the tax burden on an estate. Now that the...

With No Close Family, Who Will Act as Your Financial or Medical Surrogate?

Jun 26, 2017

Recent numbers suggest why some individuals face a dilemma when naming a financial or medical surrog...

How the New Fiduciary Rule Might Affect Your Retirement Investments

Jun 15, 2017

You would expect that your financial adviser would recommend investments for you that are designed t...

Don’t Keep Your End-of-life Wishes A Secret!

May 15, 2017

It's almost hard to imagine, in a world that tweets every twinge of emotion and uploads images of ev...

Joint Ownership of Real Property: Understanding Your Rights

Apr 26, 2017

If you own real property, such as a house or a vacation home, with someone else, who gets it if one ...