Monthly Archives: March 2012

Supreme Court Attempts to Conceive of Post-Death Inheritance

Sorry for the brief interruption in my series on what a Trustee does. With wills being drafted as early as the Roman Empire and trusts arising during the time of the Middle Ages as knights looked to protect their property when … Continue reading

Posted in Post Death Planning, Supreme Court, Survivor Benefits, Uncategorized, Wills | 2 Comments

The Trustee…Picking a Trustee…Part 1

As I have stated numerous times, I am not an automatic proponent of creating trusts for people. I will tailor an estate plan for a client depending on the needs of the client. However, many times creating some form of … Continue reading

Posted in Trustee, Trustee Responsibilties, Trusts | 6 Comments

Estate Planning Documents Every Person Should Have

I am asked numerous times what are the typical estate planning documents someone should have.  My answer, like many answers from an attorney is: It Depends.  There a number of factors that could push a person to one level or … Continue reading

Posted in Advanced Medical Directives, Durable Power of Attorney, Estate Planning, Trusts, Wills | Leave a comment