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When a person is named as the next trustee of a trust, they are required to perform all acts with the highest degree of legal responsibility, acting with a fiduciary duty.  Naming a person capable of meeting this standard is vitally important. Understanding a Trustee’s Fiduciary Duty—and What Happens When It’s BreachedWe frequently work with individuals […]

Estate planning is especially important for single fathers.  Without a surviving spouse to handle all the financial and parental issues, instructions must be specifically set forth and responsible parties must be named.  Estate planning is the place to address these concerns. Estate planning for single parents brings its own unique set of considerations.  Estate Planning […]

Forming a new union changes life courses as well. Estate planning should be immediately contemplated to ensure that the surviving spouse is secure in the unfortunate event of the death of one of the spouses. Why Estate Planning Matters for Newlyweds: Building a Secure Future Together As couples prepare for marriage, their focus often centers […]

When a new child is expected, the need for proper estate planning increases.  Setting up a minor trust and/or naming an appropriate guardian in the event of the unfortunate death of the parents are just two of the new considerations to be contemplated. When a new child is on the way, many things come to […]

Second marriages create unique estate planning challenges and needs.  How to distribute property to 2 sets of children at death, for example, is one common issue to discuss between partners. Estate Planning Tips for Blended Families Blended families come in many forms, but they typically consist of married couples with children from previous relationships. These […]

The new client should have many questions in order to feel comfortable with the estate planning process.  This entry contains some great additional questions to ask to familiarize yourself with basic estate planning concepts. Facing the Inevitable: 5 Questions to Ask Before Meeting with an Estate Planning Attorney For many people, the idea of estate […]