Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan

Posted on Thursday, May 5, 2011

by Richard M. Morgan & Loraine M. DiSalvo In the estate planning context, a “fiduciary” is someone who will serve in a role of authority with regard to you, your assets, or your minor children. Fiduciary roles which may be… read on

 

Collaborative Process – The New Alternative Legal Process for Amicably Resolving Disputes

Posted on Thursday, May 5, 2011

by Richard M. Morgan & Loraine M. DiSalvo In our July 2010 newsletter, we discussed various dispute resolution processes. We discussed traditional litigation, along with arbitration and mediation, which are two of the alternative dispute resolution processes which were developed… read on

 

The Importance of Estate Planning

Posted on Thursday, May 5, 2011

Although Kristen and Dave Kelman had worked previously with an estate planning attorney, their existing will was a typical boilerplate document and, as Kristen pointed out, it was pre-kids. “We were in the process of adoption so it mentioned future… read on

 

Fiduciary Selection — A Critical Part of Any Well-Prepared Estate Plan

Posted on Thursday, April 22, 2010

One of the most critical decisions you will make in developing your estate plan involves making appropriate selections for the various fiduciary roles under your legal documents.  In the estate planning context, a “fiduciary” is someone who will serve in… read on