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Trusts: Naming A Professional Fiduciary?

and working with accountants, attorneys, and investment advisors on an ongoing basis….In contrast, family and friends may be completely unfamiliar with these requirements, may become frustrated with the steep learning...
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Choosing An Executor or Trustee

commit it. Spending time to understand your intentions, legal documents, accounts and financials is a commitment that begins immediately upon being designated as a fiduciary for your estate plan. Here...
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Considering a Professional Trustee

  Increasingly, people are recognizing the value of establishing trusts as part of their estate plans. When it comes to designating a fiduciary to administer the trust, it is typical...
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Incentive Trusts: If You Do This…

planning for the future, they are increasingly popular estate planning tools. While there are different kinds of trusts, the legal underpinnings are similar. Simply put, a trust, according to Collins...
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Trustees: Impartiality and Good Judgment

  When estate plans involve trusts, lawyers advise careful consideration in naming the trustee. Families may think they are immune to conflict, but grappling with death and financial decision making...
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We’re A Happy Family?

combination. Estate law experts point out that a big mistake in families is failure to get into “the nitty gritty” such as: “How will your surviving spouse pay the bills…? Are...
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Secrecy and Practicality Too: Trust Types

  Because they can be customized based on circumstances and personal preferences, including a desire for privacy, trusts are very handy in estate planning. The legal underpinnings of all trusts...
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Considering A Professional Fiduciary?

must disclose all information that could impact their beneficiary or their own ability to uphold their fiduciary duties.   Understanding Fiduciary Bonds Given the significant responsibilities involved in serving as...
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Divvying Up The Estate?

financial boost an inheritance provides and want to do “the right thing.” When pondering what exactly this means, attorneys at Weinstein & Randisi suggest considering these three reasons when it...
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