Category Archives: Estate Planning

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

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Social Media and the Family Brand

The article to which I’ve linked below was written in the context of wealth planning; that is, issues arising from the use of social media can affect the protection/preservation of a family’s wealth. More importantly, the issues addressed in the … Continue reading

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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

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PI+ Press Release

FOR IMMEDIATE RELEASE Contact: Pat Wardian Telephone: 208-664-8980 Email: pat@wardianwealth.com PERSONAL INJURY LAWSUITS HAVE NEW RESOURCE TEAM Personal Injury Plus, also known as PI+, has been formed to provide litigation support and case management for personal injury lawsuits. Personal injury … Continue reading

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Choosing a Trustee – What Characteristics are Needed?

Those Grantors who don’t struggle with the selection of a Trustee probably should.  I’ll confess that poor Trustee selection creates revenue opportunities for me, either through the cost of cleaning up a Trust mess or as an expert witness in … Continue reading

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Estate Planning for Digital Assets

Oddly, Idaho and Oklahoma are the only two states that have statutory provisions for the probate of digital assets.  Increasingly, estate planners are going to need to consider ways to protect and pass along digital assets.  Here is a great … Continue reading

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Form and Substance: Estate of Paul H. Liljestrand v. Commissioner

Form and substance are equally important which, while having specific application to the failed family limited partnership discussed in the article linked below, has broader philosophical application in life. But that is the subject of another blog. Estate planners must … Continue reading

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