Category: Estate Planning

A fiduciary is a person who is entrusted to take action on behalf of another person or entity and is legally obligated to act in

Every person has a credit against payment of estate and gift taxes of $12,060,000 in 2022. Spouses each have the credit and thus can together pass

Being named as an Executor in a decedent’s Last Will and Testament imposes significant responsibility on a person. The Executor, or other court appointed Personal

The manner in which we hold title to assets may have various positive and negative effects depending upon the asset, our domestic status and the

When a Settlor of a Trust (also known as the Grantor) passes away and there is no Surviving Settlor, the Successor Trustee is tasked with

A conservatorship is an ongoing legal matter where a judge appoints a person (the “conservator”) to oversee the care of another (the “conservatee”) when it

Sometimes people make mistakes in managing trust assets and fail to properly fund their trusts by transferring title of their assets to it.  If an

Consider giving a gift that will make your graduate’s life a little bit easier as they enter their next chapter of their life! Powers of

Probate is the judicial process where a representative of a deceased person’s estate, sometimes referred to as the “Personal Representative” or “Executor,” proves to the

Many of our clients are not aware of the fact that leaving an inheritance to a beneficiary that currently receives public benefits can actually disqualify