Probate & Administration
Importance of Proper Asset Ownership and Beneficiary Designations
July 31, 2012
This installment of the Passionate Estate Planner is a reminder that a well done estate plan includes not only properly prepared legal documents, but also ...
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Corporate Fiduciaries for Estates & Trusts: Reliability, Prudence, Reasonableness, Protection and Peace of Mind (Updated May 2023)
June 29, 2012
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 ...
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Long-Term Trust-Based Planning Makes Focusing on Intent More Important
November 2, 2011
What is your true estate planning intent? Let this question sink in for a moment, then think about it again: What is your true estate ...
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Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023)
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 ...
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The Benefits of Proper Estate Planning (Updated February 2023)
May 5, 2011
To see what happens without proper estate planning, let us consider a common family situation. Assume that you own most or all of the significant ...
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Planning – Especially Important for Business Owners
March 31, 2010
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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