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Displaying 430 results for: Court and Fiduciary Bonds
Court Bonds 11.04.2021

Are Trustees Fiduciaries?

  Yes! When a trust is created, the trustor (or grantor) names a trustee to administer the assets in accordance with their wishes. Trustees are fiduciaries—held to the highest duty of care in executing their…
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Are Trustees Fiduciaries?
Court Bonds 10.25.2021

Probate Can Be Helpful

  Although it is often assumed that it is best to avoid the probate process when planning how to pass along our assets to loved ones, estate planners find that sometimes the probate process can…
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Probate Can Be Helpful
Court Bonds 10.19.2021

Direct Deposit Options for Veterans

  Estimating that approximately 175,000 veterans need help obtaining bank accounts, the Department of Veterans Affairs (VA) has launched the Veterans Benefits Banking Program (VBBP). The goal is to ensure veterans receive their full benefit…
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Direct Deposit Options for Veterans
Court Bonds 10.19.2021

Separate Revocable Living Trust?

  Trusts are sometimes a useful way to transfer assets to beneficiaries, or even to plan ahead for our own needs. Though most married couples opt for joint, Revocable Living Trusts (RLT), there are circumstances…
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Separate Revocable Living Trust?
Court Bonds 10.08.2021

Estate Law: The Human Side?

Some estate planning experts find it easier to dig into the numbers side of the work than the human side. While the resulting plans might seem logical—especially from a tax reduction standpoint—they don’t always make…
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Estate Law: The Human Side?
Court Bonds 10.08.2021

The Family Home: Passing It On?

In many families, a home, is the most valuable asset—making parents eager to pass it on to the next generation. There are different options for doing so, depending on the circumstances. Thoughtful estate planning can…
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The Family Home: Passing It On?
Court Bonds 10.07.2021

Undue Influence?

  Some Trust and Estate lawyers are observing a rise in claims of undue influence related to the affairs of decedents who suffered from dementia. The recent Matter of Varrone from Surrogate’s Court in Queens…
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Undue Influence?
Court Bonds 10.06.2021

Probate Litigation?

Family disputes over real estate or gifts. Contesting wills or trusts. Conflicts about guardianships or conservatorships. These are all examples of issues that can result in lengthy probate litigation cases. Experts advice families on the…
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Probate Litigation?
Court Bonds 09.29.2021

Grieving and Playing Detective?

Imagine your loved ones digging through papers while in a state of grief? Unfortunately, this is what happens when there is a death in the family before affairs are put in order. For additional incentives…
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Grieving and Playing Detective?