Should I Name a Co-Trustee?
Unlike a last will and testament, a revocable living trust is effective during your lifetime.
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Unlike a last will and testament, a revocable living trust is effective during your lifetime.
One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.
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It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
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The oldest son of Anne Heche has filed a petition to assume control of the late actress’s estate.
You spend a lifetime building your business, so it’s crucial to have a game plan when it’s time to leave. Being prepared will help optimize the transition from a financial and tax perspective.
Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.
Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a critical piece of the planning puzzle.