Estate Planning

There is a television program airing on Oprah Winfrey’s new network called “The Will: Family Secrets Revealed”. The title alone should inspire people to get their estate plans in order ...

The Hadley case inRhode Islandwhich was decided in 2005 is a well-known case for good intentions gone awry in estate planning. Art Hadley created a trust for his adult children ...

In our last post we discussed people who make claims against an estate as a beneficiary. It is also possible for a lawsuit to be filed against an estate.  Lawsuits ...

Claims Made Against Estates When someone claims an asset in an estate belongs to him/her but it is not left to him/her in the will or any trust document, he/she ...

In order to create an accurate estate plan, people need to organize their documents and take a complete inventory of all their assets and liabilities.  Creating an inventory not only ...

Many of us make New Year’s resolutions to do something better this year that we haven’t done in the past. A great easy New Year’s resolution is to “give more ...

Some people think it is a bad sign if a couple signs a prenuptial agreement because they think it is an indication that the couple is already planning on the ...

A living trust is one you create and continue to manage during your life as long you are able. A living trust can be a valuable estate planning tool. A ...

Taking the time to think about an estate plan is not something only for people who are getting older or who  might be gravely ill, it is something everyone should ...

A trustee is generally responsible for the management and distribution of trust assets.  Trustees are responsible for making investment decisions regarding trust assets and making payments to the beneficiaries according ...