Trusts
Q&A with Loraine: Does a testamentary trust go into effect during or after probate?
Question: Does a testamentary trust go into effect during or after probate? Do the responsibilities of a testamentary trust’s trustee begin after the will is …
A Guide to Different Types of Trusts
A Trust is a common tool that we like to think of as the ‘Swiss Army knife’ of estate planning. Depending upon your unique situation, …
Q&A with Loraine: Trusts, Wills and Probate
Question: My friend, Pete, just lost his mother. He is having a difficult time knowing what to do about her estate because it involves a …
Q&A with Loraine: Probate costs
Question: How much does it cost to probate a standard will? There is no land, money, or other assets in the estate to be distributed. …
Q&A with Loraine: Distribution of Jointly Owned Property
Question: How is the distribution of joint property handled when a married couple have separate wills but own assets together? I understand that assets that …
A Simple Estate Plan Leads to a Family of Clients
When John Chouinard, a client relationship manager, first thought about creating an estate plan, he contacted the corporate attorneys at his employer, a public company …
How to Pass Assets to Your Spouse Under Your Estate Plan
For married couples, you will need to decide how to pass all or a portion of your assets to the surviving spouse under your estate …
How to Pass Inheritances to Your Children and Other Non-Spouse Beneficiaries
One of the primary decisions that you will need to make in structuring your estate plan is how to eventually pass on your remaining …
