9 Tips for Choosing a Trustee

October 24, 2011 - Andrew Smith

A trustee holds legal title to trust assets and must carry out trust instructions. Trustees and successor (i.e. back up)... Read More

What are a Successor Trustee’s Duties?

October 21, 2011 - Andrew Smith

Creating a trust is a popular estate planning tool, particularly when it comes to a living trust. Here is a... Read More

October 19, 2011 - Andrew Smith

Planning for retirement is an important aspect of having a comprehensive estate and incapacitation plan in place for your later... Read More

October 17, 2011 - Andrew Smith

Getting divorced or even considering divorce is an emotional time for spouses, not to mention the families involved, and we... Read More

October 14, 2011 - Andrew Smith

If you already have a Will and need to make a change — say, to change your executor — you can... Read More

October 12, 2011 - Andrew Smith

Suppose you and your spouse die in the same car accident. What would happen to your respective estates? Would it... Read More

October 10, 2011 - Andrew Smith

Your estate planning doesn’t end with creating a Will or a Living Trust. Whatever estate planning tool you use, it... Read More

October 7, 2011 - Andrew Smith

Dying without a will means many of your assets will pass according to your state’s intestacy laws. These laws establish... Read More

October 5, 2011 - Andrew Smith

A funeral may be the last big purchase you make in life. It’s not unusual for a funeral today to... Read More

October 3, 2011 - Andrew Smith

The word “probate” is often associated with estates. But not every asset that passes to your estate is a probate... Read More

September 30, 2011 - Andrew Smith

One of the goals of estate planning is to ease the burden of your passing on your loved ones, while... Read More

September 28, 2011 - Andrew Smith

A living trust is a powerful estate planning device, as it not only allows property to avoid probate, but it... Read More