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Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023)

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)

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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The Importance of Estate Planning

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 ...
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Goals of Estate Planning

1. To Select And Empower Trusted Individual(s) To Handle Your Affairs If You Become Incapacitated. Estate planning deals in part with providing for your own ...
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