May 16, 2023
A family member can serve as an executor or trustee for your estate plan. An executor is responsible for managing your estate after your death, including distributing your assets to your heirs according to your wishes. A trustee, on the other hand, is responsible for...
May 4, 2023
A humorist, Will Rogers, in the 1930s took aim at a couple of his favorite topics saying: “the only difference between death and taxes is that death doesn’t get worse every time that Congress meets.” For decades, I have joked about my idea for an advertising campaign:...
May 3, 2023
Estate Planning and Etiquette May is National Etiquette Month. “Etiquette” is a fancy word for manners and “Manners”, I have heard, is just a formalization of what we call love and respect. Therefore, the month of May could be the solution for all of the ills in our...
May 3, 2023
Has Your Estate Eclipsed Your Estate Plan? Estate planning attorneys work hard to create estate plans that fit the client’s needs to ensure that everything works together for the client and their loved ones. Estate plans remain effective as long as they accurately...
May 2, 2023
Selecting the best fiduciary for your estate plan is a critical decision that should be made with careful consideration. A fiduciary is a person or entity that is appointed to manage your assets and affairs in the event that you are no longer able to do so yourself....
