Blog Posts in October, 2024

While the term fiduciary is a legal term with a rich history, it generally means someone who is legally obligated to act in another person’s best interest. Trustees, executors, and agents are examples ...

When you establish a trust, you nominate someone to be the trustee. If you are creating a revocable living trust, you will likely be the initial trustee. You will also want to name successors or ...

We know it is difficult, even horrific, to imagine someone else raising your children. However, you must consider who you would choose to fill this important role. Otherwise, a judge—a stranger who ...

If you have established a revocable living trust (which we will refer to simply as a trust ), congratulations! You are on the right track in creating a comprehensive estate plan. However, you are only ...