Appointing a Guardian for Minor Children is a Difficult Decision – Part I
Jenna and Mark Livingston were living the life of Reilly. At age 30, they had…
9 years ago
Beneficiaries
Loans to Adult Children Must be Addressed in Estate Planning
Mary and Thomas Charleton had five adult children. Unfortunately, not all of them had the…
9 years ago
Choose Your Executor Wisely
Robert Manning thought long and hard about the appointment of the executor of his will.…
9 years ago
Multiple Generations Living Together and Their Estate Planning
Upon the death of their respective husbands, Sara and her daughter, Mary, decided to move…
9 years ago
Blended Families: Preplanning is Essential
When Miranda Jones married Scott Ludlum, with their six children in total, they anticipated a…
9 years ago
How to Avoid Conflict in Your Estate Plan – Part III
Should You Hire A Professional Fiduciary? Marilyn Simons was irate. “I’m telling you, Bob, that…
9 years ago
Foreign Beneficiaries Can Pose a Challenge for Estate Plans
Anna Mercer’s family was quite excited when she met and married Klaus Jergen. After their…
9 years ago
How to Avoid Conflict in Your Estate Plan – Part II
Preplanning avoids disputes over gifts and loans After Marilyn Walker’s untimely death, her family solemnly…
9 years ago
Issues with Probate – Part III
Is Your Safe Deposit Box Accessible Upon Your Death? Harry Williamson planned well for his…
9 years ago
How to Avoid Conflict in Your Estate Plan – Part 1
Joint checking accounts are not always the answer. At age 65, Louisa Willis was anxious to…
10 years ago