» Estates & Trusts

Using "Incentive Trusts" to Control From Beyond the Grave

“Control from beyond the grave.” It sounds likes something out of an episode of the Twilight Zone or Tales from the Crypt. While the phrase may sound spooky, it is something many people try to achieve using incentive trusts. Incentive t… Read More
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Can a Trustee or Attorney-in-Fact Be Compensated?

A trustee and an agent under a power of attorney are fiduciaries, meaning they are obligated to act honestly and ethically in the best interests of the person granting the power. Acting as someone’s trustee or agent (also called an attorney-in-… Read More
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Don't Let a Stranger Control Your Loved One's Estate!

It sounds unbelievable: mere weeks after your elderly parent passes away, while you’re still grieving, trying to clean out their home and sort through their possessions, you find that someone else has opened their estate in the probate court an… Read More
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Am I Entitled to a Copy of the Will When My Loved One Dies?

When a loved one passes away, getting a glimpse at the will is not the first thing on most people’s minds. In the weeks following the death, however, when the funeral is over and it’s time to address the business of the decedent’s e… Read More
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Categories: Estates & Trusts

Preventing Will and Trust Contests

You already know you can’t take it with you. But have you thought through what could happen as a result of the wealth you leave behind? Chances are, you created an estate plan in order to provide for your loved ones after you’re no longer… Read More
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Categories: Estates & Trusts

What to Do When a Family Member Dies

The first minutes and hours after a loved one dies are very emotional for everyone. Before even having had a chance to process the death, grieving loved ones need to take certain steps and are faced with some very important decisions. This time can b… Read More
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Important! Free Review of Your Estate Plan

During 2015, Estate Planning and Elder Law Services has been busy contacting our estate planning clients to offer a free 20-30 minute review of their estate plans. If you are one of our clients and have not received a phone call, you should be receiv… Read More
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Who Gets Mom’s Ceramic Chickens?

Unlike money, personal belongings usually cannot be divided equally after their owner passes away.  For this reason, distributing possessions like furniture, jewelry, dishes, silverware, artwork, photographs or clothing is often the most difficult c… Read More
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What Legal Rights Does a Trust Beneficiary Have?

Many people believe that a trust beneficiary has no rights other than to just “wait and see” what the trustee of the trust distributes to them.  However, trust beneficiaries typically have certain rights in relation to the trust. The rights of a… Read More
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The Ins and Outs of Estate Sales

We accumulate a lot of stuff over a lifetime and at some point – perhaps due to death, divorce, debt, or downsizing – we need to get rid of it. An estate sale is one way to dispose of possessions that you no longer want or need. However, there ar… Read More
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Categories: Estates & Trusts

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