You have been appointed executor of an estate or trustee of a trust. You want to do your best for the beneficiaries but you have another major concern as well: avoiding being sued for the way you carry out your duties. Acting as fiduciary is a...
In our estate planning practice, we often see Powers of Attorney prepared as part of a normal estate planning package. Because the terms and conditions of a typical, well-designed power of attorney are fairly standard, there is a tendency to treat...
There is one aspect of estate planning which is often neglected, but which continues to be of critical importance in order to achieve the best possible estate planning results. Once the documents have been drafted and signed it is important to...
A major financial institution recently commissioned a study which was designed to pinpoint individuals with investable assets of $1 million or more. The study estimated that worldwide approximately 9.5 million individuals and families fall into...
If you signed your Estate Plan, whether it included a Will, a Trust, a Power of Attorney or an Advance Medical Directive (“Estate Plan”) before April 2003, or if you used a form from a book your brother-in-law gave you, or filled in the forms on a...
Social scientists have been tracking the “graying” of America for quite some time since the leading edge of the post-World War II baby boom generation reached middle age approximately fifteen years ago. As the members of that generation have...