Our Blog - Surety Matters

  Conservators can be appointed to make financial decisions and safeguard assets for adults experiencing capacity declines, including changes related to aging and dementia. Professional conservators are a possibility and can be a huge relief…
Read Moreabout Conservatorship vs Overprotection?

  Serving as an executor requires a commitment of time,  ideally, beginning when a will is made and the role accepted. Preparatory conversations about intentions and pragmatics, such as account information, will be a gift…
Read Moreabout Help for Executors: Probate Lawyers

  Generally, families want to respect the intentions of the deceased, though doing so can be easier said than done, as probate of Aretha Franklin’s estate illustrates. It has been over four years since her…
Read Moreabout Respecting the Intentions of The Deceased

  When accepting the request of a loved one or friend to serve as a trustee, keep in mind that the role comes with official, fiduciary obligations. In other words, as a trustee you are…
Read Moreabout Checklist for Trustees

  Unfortunately, the death of a relative or friend can bring about unexpected reactions from beneficiaries–some of which can cost the estate a good deal of money, resulting in losses for other beneficiaries. Fortunately, in…
Read Moreabout Litigious Beneficiary

  Though separating from a partner is never easy, the rise of “gray divorce” feels particularly saddening. Whether driven by a lifetime of dissatisfaction or pain, or triggered by a recent disappointment, gray divorce is…
Read Moreabout Gray Divorce: Estate Plan!

  Though a bit more complicated than wills, and typically more expensive to set up, trusts can be very useful tools for estate planning. Read on for a basic understanding of trusts, as well as…
Read Moreabout Trusts: An Overview

  Plastic superhero figurines? Albums? Comic books? Tea cups? Matchbox cars? Pokemon? Coin purses? Hmmm….When dear friends or loved ones have unique and niche collections, chances are good that the rest of us might not…
Read Moreabout Imagine Inheriting Thousands Of…

  Appointing a trustee to administer any trust is a big deal, but extra diligence is important when it comes to special needs trusts (SNTs). A trustee must be extraordinarily thoughtful when making decisions for…
Read Moreabout SNT: Duties of The Trustee