People find it necessary to go over their estate plan for diverse reasons. Not only can the end of someone’s marriage or a change of heart prompt revisions to an estate plan, but there are other major life changes that can impact someone’s estate, such as...
Month: June 2018
Going over some benefits of special needs trusts
There are a number of options when it comes to trusts and we have discussed many of the ins and outs of trusts and other estate plans on this blog. However, everyone who sets up a trust has a unique situation and some types of plans work better than others for certain...
Avoiding probate with a living trust
There are many considerations when it comes to deciding which estate plan will work best for you and those you love. Our blog has covered some of the ins and outs of revocable and irrevocable trusts, special needs trusts and other options. In this write-up, we will...
What is your plan for transferring business ownership?
If you are in business for yourself, you may be pondering your options for keeping the doors open after you pass away. How you transfer ownership will be guided by the best fit among the available options. Develop a succession plan You might wish to create a...
Probate considerations regarding small estates
When it comes to the probate process, all sorts of questions may arise and this is true for those who set up estate plans and the loved ones of those who have passed on. For example, some people may wonder how they can avoid the probate process altogether, which may...
Accusations over the breach of fiduciary duties
If you are a trustee or personal representative who has been accused of breaching your fiduciary duties, you may be completely unsure of which steps you need to take to address the situation or worry about the outcome of the dispute. To make things more complicated,...
