What To Do When It All Goes Wrong: Guardianship and Conservatorship

By Diane B. Weinberg In the last two editions of The Passionate Estate Planner,we discussed various aspects of planning for incapacity. We addressed the types of incapacity documents typically used, common mistakes made when planning for incapacity, and the level of capacity needed to execute different types of legal documents. Today, we are going to [...]

Corporate Fiduciaries for Estates & Trusts: Reliability, Prudence, Reasonableness, Protection and Peace of Mind

Choosing the fiduciaries to carry out your estate plan can be the most important decisions you make in structuring your estate plan.   Why is this issue so important?   We start with the premise that most clients will want to maximize flexibility and minimize costs and hassles unless a reason exists to be more restrictive.  With [...]

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

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 part of an estate plan can include an Executor, a Trustee, a Guardian and/or Conservator, [...]

Estate Planning: Common Concerns and How to Address Them

Estate planning is the process of addressing a number of important issues that everyone will eventually need to face. This section is intended to summarize the basic concerns people have and to give you an idea of how estate planning techniques can be used to address these concerns. 1. Who will handle my affairs if [...]

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