A Commitment
to Each Client.
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...
Estate administration can take a year or longer, especially if there are disputes involved. Probate litigation can arise if there are questions about the legitimacy of estate documents. Lawsuits also frequently follow complaints about the conduct of a personal...
When someone creates a trust, they expect the trustee they choose to manage the assets effectively and carry out their wishes. Trustees have a legal obligation to act in the best interests of the beneficiaries. However, not every trustee fulfills those duties as they...
