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Category Archives: Estate Planning
Should I have Co-fiduciaries? A Practical Consideration
Not to sound like a broken record, but selection of a trustee in your estate plan is one of the most important decisions you can make. Here’s a good synopsis of what you should consider if you are thinking about … Continue reading
Posted in Estate Planning, Executor, fiduciary, trustee 2 Comments
Ohio Court Approves Will Written on Samsung Tablet
Originally posted on Marshall's Oklahoma Law Blog:
An Ohio Judge has allowed the admission of a will that was written with a stylus on a Samsung Tablet. According to the man’s two brothers, the decedent had no paper, and…
Posted in Estate Planner, Estate Planning, Probate Leave a comment
Who Will Be Your Trustee?
Here is an excellent review of important considerations when choosing a Trustee for your Trust. These considerations also apply when you are choosing a Personal Representative or an Executor. Who can you trust…with your Trust?
Posted in Duties of Trustee, Estate Planning, Executor, fiduciary, Trust, Trust Administration, trust beneficiary, trustee Tagged Executor, Personal Representative, Trust, trustee Leave a comment
Personal Injury Plus, or PI+, is a collaboration with a couple of local professionals, Pat Wardian and Dan Brownell. My role is to provide consulting expertise when there is trust solution being considered as part of a personal injury settlement. … Continue reading
Posted in Estate Planner, Estate Planning, Trust, trust beneficiary Tagged Beneficiary, Personal injury, Structured settlement, Trust, trustee Leave a comment
Death Tax on the Middle Class
Sen. Max Baucus (D-Montana) attempted to sneak this provision into the transportation bill currently working it’s way through the Senate. It was removed, but Baucus has made it clear that this is a high priority for him. By taking away … Continue reading
Posted in Estate Planner, Estate Planning Tagged 401K, estate planning, inheritance, IRA, retirement planning Leave a comment
Estate Tax Attorney and Accountant Full Employment Act of 2012
Of course, that is not the title of any piece of legislation, pending or passed. In Obama’s budget proposal, presented the other day, tax rates are raised for the mostly hard-earned (and previously taxed) assets of dead people. In addition, … Continue reading
Selecting a Trustee: Other Considerations
What criteria do you use to choose a fiduciary or to assist a client in choosing a fiduciary? Many of us, particularly those of us who are professional advisors, are familiar with many of the legal, financial, and even risk … Continue reading
Posted in Duties of Trustee, Estate Planner, Estate Planning, fiduciary, Prudent Investor Rule, Trust, Trust Administration, trust beneficiary, trustee Tagged corporate fiduciaries, estate planner, estate planning, Fiduciaries, fiduciary, Professional advisors, Trust, Trust officer, trustee Leave a comment
Why do families fight over an inheritance?
After 28 years+ of experience settling estates and trusts, I could tell many stories about family disputes over an inheritance. Even in families that otherwise seem perfectly functional, things can get weird very quickly after the death of a patriarch … Continue reading