A complete estate plan includes essential documents such as a Health Care Proxy, Living Will, Power of Attorney, and Last Will & Testament, which are vital in protecting your medical, legal, and financial decisions. These...more
10/25/2024
/ Asset Management ,
Documentation ,
Durable Power of Attorney ,
Estate Planning ,
Guardianships ,
Healthcare ,
Living Will ,
Minor Children ,
Power of Attorney ,
Succession Planning ,
Wills
Did your father give you a nominal bequest but gave his favorite daughter the bulk of the estate? Were you bequeathed the family dog and $10,000, but your mother’s boyfriend of six months was to receive the Lamborghini and...more
Guardians are a type of fiduciary appointed for a minor child or individual determined incapacitated by the courts. When appointed by a Last Will and Testament (“Will”), they are commonly known as testamentary guardians....more
There are a number of considerations to make when deciding whether to proceed with a Will-based estate plan or a trust-based estate plan. First, as a general matter, there are two ways in which your estate can be distributed...more
2/6/2024
/ Beneficiaries ,
Consideration ,
Estate Planning ,
Executors ,
Intestacy ,
Probate ,
Revocable Trusts ,
Transfer of Assets ,
Trust Distributions ,
Trusts ,
Wills
There are two ways in which your assets pass upon your death: (1) by operation of law to designated beneficiaries (IRA, life Insurance, etc.), pursuant to an agreement (a living trust agreement) or as joint owners with rights...more