A Personal Representative is a Fiduciary
The executor or personal representative of an estate has control over the estate and is responsible for settling the debts of the estate, and distributing estate assets to beneficiaries as ...
Marital Deduction Planning
When planning for your future and working on an estate plan, married couples have options not otherwise available to unmarried couples. Understanding how estate taxes work between spouses is important ...
Consult an Elder Law Attorney for Peace of Mind
An Elder Law Attorney can help a family plan for medical expenses, minimize tax liabilities and preserve wealth by drafting necessary legal documents including a power of attorney, a living ...
Do It Yourself Legal Matters
In these economic times, people are constantly looking for ways to save money and some are choosing to more things themselves rather than hire a professional. You might decide you ...
Benefits of a Living Trust
Benefits of a Living Trust A living trust offers protection in cases of incapacity. The grantor of a living trust places property in the trust. The grantor designates a trustee ...
Do We need a Trust in our Estate Plan?
People often call us looking for a trust. Many times people think they need a trust because a friend told them they need a trust, or because they read it ...
Planning Ahead Eases Stress of Losing a Loved One
You Need an Estate Plan One of the greatest gifts you can give your loved ones is an estate plan. Imagine the chaos of dividing a home, all the furnishings, ...
What is a Living Trust?
A living trust is another name for a revocable trust, that is a trust established by the grantor who funds the trust with assets and which allows the grantor the ...
Revocable Trusts vs. Irrevocable Trusts
As the names suggest, a revocable trust can be modified, amended and/or revoked by the grantor at any time whereas an irrevocable trust cannot be revoked by the grantor, ever. The ...
Beneficiary Proceeds Controlled by Ex-Spouse
When a couple divorces there are many documents which need to be changed. Bank accounts need to be separated, your last will and testament likely needs to be changed assuming ...