August 13, 2015 |
Is There a Way to Protect Against a Dishonest Executor?
An executor plays a very important role in carrying out an estate, and it can be nerve-wracking as well as frustrating if you suspect that ...
Learn MoreIs There a Way to Protect Against a Dishonest Executor?
An executor plays a very important role in carrying out an estate, and it can be nerve-wracking as well as frustrating if you suspect that an executor is not being completely prudent or truthful. Executors have a fiduciary duty to carry out their tasks with integrity and trust. If there is suspicion that something has been handled inappropriately, probate court can mandate a complete accounting of actions taken. 
If the executor appears to be dishonest, the court does maintain the power to remove and replace an individual in that position. In some states, individuals who have been negatively impacted by an executor might be able to pursue a lawsuit against him or her. What is on the line in these scenarios is the personal assets of the executor, which could be used to make the estate “whole”.
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Blogs for Estate Planning
August 12, 2015 |
Using Life Insurance and Annuities for Asset Protection
There are many asset protection tools out there- you can just ask your attorney to highlight some of the most popular ones for you. Asset ...
Learn MoreAugust 11, 2015 |
How to Write a Business Succession Plan
If you have gone through the legwork to think through a business succession plan, you are already ahead of most business owners. Knowing the basics ...
Learn MoreAugust 10, 2015 |
Will Medicaid and Medicare Speak to the Future of the ACA?
The question of whether existing government programs will influence the future of public policy for others is a hot topic right now as politicians on ...
Learn MoreJuly 10, 2015 |
Just How Important is the Trustee of an Estate?
Placing an individual in the role of trustee for your estate is something that should be done with care. This person will serve as a ...
Learn MoreJuly 9, 2015 |
Fast Facts on Medicaid Recovery and the Affordable Healthcare Act
As a result of a federal law that became active in 1993, states were required to recover long-term care expenses for those aged 55 and ...
Learn MoreJuly 7, 2015 |
Business Valuation for the Purposes of Exit Planning: It’s a Priority Task
One of the most important aspects of valuing a business is in the timing- you must have the will to do it now and carry ...
Learn MoreJuly 7, 2015 |
Asset Protection Tips: Legitimate Captives
The IRS recognizes the legitimate business concern of creating a small and closely-held insurance company in order to cover some of the risk associated with ...
Learn MoreJuly 6, 2015 |
The Dangers of Social Isolation for Elders
As children grow older and leave the home, as retirement takes away much of the interaction with work contacts, and as the possible loss of ...
Learn MoreJuly 1, 2015 |
Estate Planning: Wills for Heroes
Putting together wills and powers of attorney are cornerstones of estate planning. In the aftermath of 9/11, an attorney in South Carolina approached first responders ...
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