Shifting Asset Ownership?
Assigning assets to new owners can be a useful estate planning strategy, especially when circumstances make a speedy and private inheritance preferable. In essence, when asset ownership is effectively shifted ahead of death, the…
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Dementia and Guardianship?
Reckoning with the progressive cruelties of dementia is an ongoing and stressful process for impacted families. Though tendencies to deny and minimize the challenges are understandable, a proactive approach to designating decision makers to…
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Appeal Bonds Made Simple
After a loss in a civil court case, If there are grounds to appeal, the losing party, referred to as the appellant, may delay paying the damages established in the original judgment until the…
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Fiduciary? Fiduciary Attorney?
A fiduciary is any person given responsibility for the financial and or care decisions of someone experiencing a decline in capacity, or a minor. A person responsible for closing out the affairs of the…
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Inheritance Succession Explained
Who gets what? In a nutshell, inheritance succession refers to the details in state laws that specify the order in which assets are distributed to relations when someone dies intestate–aka without a will. Typically,…
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Estate Planning: Fiduciaries?
Among the many reasons why it is critical to create an estate plan, anchored by a will and or trust, is the designation of one or more fiduciaries who understand and are committed to…
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Thanks For Making a Will
Indeed, making a will is one of the best gifts we can give loved ones and friends. Even if the assets involved are modest, leaving them organized reduces a lot of wear and tear…
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Dividing Everything Equally?
Though the desire to “divide everything equally” among adult children is an understandable and common approach to estate planning, it may not always be the best. Differing life circumstances may point to different solutions,…
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Trusts: Naming A Professional Fiduciary?
When a trust is established as part of an estate or care plan, it may be wise to designate a professional fiduciary to administer it. Professional fiduciaries can relieve loved ones and friends of…
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