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Have You Chosen the Right Trustee?

Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that a trustee plays not only in handling trust matters but also in providing for and protecting your loved ones.

Planning for the Recently Retired

With retirement comes a new chapter in life. To make sure that you have enough money to survive, you have most likely inventoried everything you own and your sources of income.

Have You Thought Through Your Retirement Plans?

Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on the next phase of your life.

What to Do After a Loved One Dies

If you’ve been appointed an executor of a loved one’s estate, or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town and (eventually) meeting with a trust administration or probate lawyer – can be quite overwhelming. First and foremost, take care of yourself during this emotional time. 

As an Heir or Beneficiary, Do I Need an Attorney?

You just found out that your favorite aunt has died. In the midst of your grief and sadness, you receive a notice from the attorney handling your aunt’s affairs stating that you are a beneficiary.

Pros and Cons of a Family Limited Partnership

Owning your own business or investment portfolio can be incredibly rewarding. However, to preserve the fruits of your labor and dedication, you must do everything you can to protect it. Whether you seek to protect yourself, your investments, and your family from taxes, creditors, or probate, a family limited partnership (FLP) is a strategy worth considering.

What Happens to My Spouse’s Debts at Their Death?

A spouse’s death creates a difficult and demanding time for the surviving partner. As much as you might want space and time alone to process your grief, you may have certain responsibilities related to settling your deceased spouse’s affairs, including paying off their debt.

Estate Planning for World Travelers Myths and FAQs

Myth #1: International travel is no different than domestic travel. False. Although all travel requires planning and can involve risk and complications, international travel requires taking extra steps and addressing additional considerations. First, you will need a passport prior to your travels. If you already have a passport, you need to make sure that it […]