Category: Estate Planning
Article written by Rhiannon M. Hartman, Esq.
Imagine that you have been named the Executor or Trustee to handle the estate of a distant relative and you know very little about its assets. In 1980, acquiring this type of information would have been relatively straightforward. Upon assuming your duties as Executor/Trustee, you could locate a file cabinet in the home and begin to review financial statements, tax returns, and regular household bills. You could also have the post office begin forwarding the deceased’s mail, to ensure you receive additional financial documents which may not have been located in the home.
Article written by Bennie A. Wall, Esq. As a pet owner, you should have plans in place ensuring your pet’s care for both your incapacity and your death. Effective estate planning for pet owners will consider not only with whom […]
Article written by Bennie A. Wall, Esq. Planning for pets can be one of the most important pieces of your estate planning, and choosing who will be the ideal caregiver to your beloved animal is a key component of any […]
Article written by Beth Ann Lawson, Esq. As an attorney, I meet wonderful families in various stages of planning for the mental incapacity of a loved one. Some families are struggling with a current crisis with more limited legal options […]
Article written by Jonathan B. Osler, Esq. If you are reading this article, chances are good that you have done an excellent job socking away funds in an Individual Retirement Account (IRA) or in multiple IRAs. Indeed your IRA may […]