Two key individuals might be installed as part of the management of your estate plan either during life or after you pass away. These are known as your executor and your trustee. These are individuals who implement your plan after it has been articulated in estate planning documents. Both of these individuals often determine the overall success of your estate plan or the trust. 
Unfortunately, not enough people give careful consideration to these appointments. Even if you care for and made these appointments, the death of one of these individuals or changing circumstances for either person might call for an update to your estate planning.
January 7, 2019 |
Two key individuals might be installed as part of the management of your estate plan either during life or after you pass away. These are ...
Learn MoreJanuary 4, 2019 |
So you’ve already made the decision to use a trust as an estate planning strategy to shield assets from potential creditors or predators, to add ...
Learn MoreJanuary 3, 2019 |
Establishing a power of attorney enables another individual to make decisions on your behalf. Depending on the specifics of your unique concerns, a power of ...
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You need to have three clear phases to the business succession planning process to ensure that you have considered all aspects and are as prepared ...
Learn MoreDecember 27, 2018 |
A conversation with an experienced estate planning lawyer will be much easier when you have your goals in mind before attending the meeting. Different people ...
Learn MoreDecember 26, 2018 |
Life insurance can be a powerful planning tool when used in conjunction with the remainder of your estate plan. Having an estate plan put together ...
Learn MoreDecember 24, 2018 |
So many changes in the estate and the gift tax rules mean that it’s more important than ever to contemplate estate planning strategies. Trusts matter ...
Learn MoreDecember 19, 2018 |
In a sit-down conversation with an estate planning lawyer, you will want to have a sense of confidence and comfort in this person who will ...
Learn MoreDecember 18, 2018 |
Untangling all of the aspects of your estate can be daunting for you but it can be even worse for your loved ones. You may ...
Learn MoreDecember 17, 2018 |
Unfortunately, plenty of people have not carried out the process of putting together an estate plan, assuming that they don’t need one or following some ...
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