Choosing Fiduciaries Part II - Guardians and Trustees
10/25/2012 - A fiduciary is a person or an institution that you give the power to act on your behalf or administer your affairs according to the terms you lay out in your estate planning documents. They have a "fiduciary duty" to act in good faith according to your wishes and the terms you set out defining...
Choosing Fiduciaries Part I - Personal Representative
10/12/2012 - A fiduciary is a person or an institution that you give the power to act on your behalf or administer your affairs according to the terms you lay out in your estate planning documents. They have a "fiduciary duty" to act in good faith according to your wishes and the terms you set out definin...
When to Review Your Estate Plan
09/20/2012 - If you already have estate planning in place, you are ahead of the game. However, estate planning is not a one-time event, but is a lifelong process - especially when you start early. It is a good idea to review your plan at least every two years to ensure that the plan still reflects your c...
What Happens If I Don't Have a Will?
08/22/2012 - You're constantly told by attorneys, financial advisers, etc. that you need to have a Will (or some form of estate planning). So, what happens if you die without having created a Will? Here's a list of some important things you cannot do if you do not have a Will when you pass away. Minnes...
Estate Planner's Arsenal: Common Probate Avoidance Tools
04/28/2012 - The "Estate Planner's Arsenal" series highlights specific estate planning tools and their uses. Clients often state that their main estate planning goal is to avoid probate. This article does not comment on whether probate avoidance is a good thing, as that depends on everyone's unique perso...
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