blog & insights

How to Choose a Trustee

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When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs -collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records, and generally keep things organized and in…

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Do It Now: Name a Guardian for Your Minor Child(ren)

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We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who raises your children if something happens to you – your child’s guardian could be a relative you despise or…

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3 Celebrity Probate Disasters and Tragic Lessons

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With extreme wealth accumulated, one would assume that celebrities would take steps to protect their estates. But think again: Some of the world’s richest and most famous people enter the pearly gates with no estate plan in place, while others have made estate planning mistakes that tied their fortunes and heirs up for years in…

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10 Types of Trusts: A Quick Look

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Considering the myriad of trusts available, creating an estate plan that works can seem daunting. However, that’s what we, as estate planning attorneys, do every day. We know the laws and will design a plan which addresses your specific situation. Here’s a look at the basics of ten common trusts to provide a general understanding.…

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Wills vs. Trusts: A Quick & Simple Reference Guide

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Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do –That Wills Can’t Avoid a conservatorship and guardianship. A revocable living trust allows…

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