A Commitment
to Each Client.
There are many potential reasons for estate disputes, which can lead to litigation. Beneficiaries and family members may not agree on how an estate should be addressed or what was actually intended in the estate plan. One example is if a specific beneficiary has been...
An irrevocable trust typically cannot be changed after it is created. It provides strict guidance on how assets should be handled and how ownership is defined. There are some benefits to using an irrevocable trust, and it is important to consider them when putting...
What happens to your assets after you pass away? This question is often decided by your estate plan. An estate plan is a legal arrangement that allows you to decide how your assets are distributed after you pass away. There are several important documents in an...
If you and your romantic partner have been in a long-term relationship with no plans to marry or to go your separate ways, you may “feel” married. It’s important to understand, however, that in some very important ways, you each lack legal protections that married...
Serving as a trustee can place you in difficult situations, especially if you are also a family member, business owner or beneficiary of the trust. A decision that seems practical may raise concerns if it appears to benefit you instead of the trust. That does not...
Both income taxes and estate taxes can affect what people inherit. An estate may need to pay the taxes owed by the person who died, as well as estate and income taxes incurred during estate administration. Heirs and beneficiaries do not receive the entirety of their...
