Articles

Joint Or Separate Trusts: Which is better?

Joint Or Separate Trusts: Which is better?

Let’s start with Joint trusts. Joint revocable living trusts are a popular choice among married couples for several reasons. They offer flexibility, simplicity, and ease of implementation, which can be particularly appealing for those looking to streamline their...

Fiftenn reasons people put off estate planning

Fiftenn reasons people put off estate planning

Let’s face it – estate planning usually isn’t at the top of your list of to-do items unless there is some event that spurs taking the time and effort to start the process. The following is a list of reasons that clients have told me is the number one reason they don’t...

What should a personal representative be paid?

What should a personal representative be paid?

To answer the question of what a personal representative should be paid, it’s important to start with two questions: what is a personal representative and what, specifically, do they do? A personal representative, sometimes called an executor, has the following duties...

Safeguarding Aging Loved Ones Against Undue Influence

Safeguarding Aging Loved Ones Against Undue Influence

The passing of a loved one can bring about unexpected and often unsettling changes, particularly concerning their last will and testament. It's a troubling scenario when substantial portions of an estate go to a recent acquaintance instead of close family members,...