A Commitment
to Each Client.
Most adults know that they should have an estate plan in place to guide their loved ones about various matters if the creator becomes incapacitated or passes away. They may not realize that business owners need to have a component that other people don’t. Business...
A large estate can give a family comfort, opportunity and security. It can also create pressure. When a trust holds business interests, real estate, investment accounts or inherited family property, small misunderstandings can turn into serious fights between...
Estate planners often find that adding a spendthrift trust can better suit the needs of an heir than a standard trust. These kinds of trusts add an effective barrier between the principal of the trust and your heir. Spendthrift trusts are especially useful when an...
When choosing someone to administer your estate, it’s better to choose someone yourself and get their approval than leave it to a court to have to appoint someone you may not have wanted. Naming the right person for this job is crucial. Here are three of the qualities...
Probate litigation often relates to misconduct on the part of a fiduciary or concerns about documents. In some cases, family members or beneficiaries may believe that an outside party exerted undue influence on the testator, leading to imbalanced or unexpected...
Estate taxes can substantially reduce the positive financial impact that an estate may have otherwise had on an individual's heirs or beneficiaries. Frequently, testators with valuable property plan in advance to minimize or even eliminate estate tax obligations. For...
