Collaborative Process – The New Alternative Legal Process for Amicably Resolving Disputes
As we discussed in our July 2010 newsletter, disputes relating to probate, or to the administration of an estate or trust, can and often do
Estate & Trust Disputes: Common Types and How to Avoid Them
Disputes over a loved one’s estate or trust can be incredibly destructive to both assets and relationships. They can also result in the destruction of
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Estate Trust Dispute Resolution Philosophy Options
In our last Newsletter, we discussed some of the most common types of estate and trust related disputes and the best ways to avoid them.
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Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction
You (or someone you know) may have heard that a Revocable Living Trust (often referred to simply as a “Living Trust”) is necessary for everyone.
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Fiduciary Selection — A Critical Part of Any Well-Prepared Estate Plan
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
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Planning – Especially Important for Business Owners
Many business owners spend the bulk of their time working to build their businesses. Sadly, too many business owners also fail to spend much, if
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Government Is Cracking Down On Claims of “Independent Contractor” Status
Many individuals work for others under the assumption that they qualify as “independent contractors,” rather than employees. Since many of the rules which apply with
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Window of Opportunity: Convert Traditional IRA to a Roth IRA During 2010
Converting your investments in traditional IRAs to a Roth IRA during 2010 can be an important planning opportunity for many clients. This conversion allows
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