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 [...]

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 care and protection in the event that you suffer a long-term illness or injury at some point during your life, and are unable to handle your own affairs. If you [...]

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.  Revocable Living Trusts are often said to provide income tax or estate tax benefits, to ensure that one’s assets won’t be tied up in prolonged and expensive court  probate proceedings [...]

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 legal documents.  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, such [...]

2016-04-01T15:57:37-04:00April 22nd, 2010|Articles, News|