When you're putting together an estate plan, you're juggling a lot of pieces. You have to consider the needs and wishes of your loved ones, and put those up against the realities of your finances. You have to plan for events that will happen well into the future, and...
Month: May 2022
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Understanding fiduciary duties
Many estate plans require the person who owns the assets of the estate to place significant trust in another person to take possession of the assets and to manage them in a manner that does not violate the trustee’s duty of care to the person creating the trust...
What happens to the vacation home in probate?
Your family may enjoy the vacation home over in Cape Cod, or perhaps even a beachfront property down in the Carolinas. Whether it is a place to vacation in the summer or to escape the New York winters, it may be a haven where your family gathers together. However,...