Understanding Fiduciary Duties: A Guide for Executors and Trustees

Understanding Fiduciary Duties

As an estate planning firm, clients entrust us with the intricate task of protecting their estates to the greatest extent possible and ensuring their wishes are carried out seamlessly. Central to this process are the roles of executors and trustees—individuals vested with significant responsibilities and legal obligations known as fiduciary duties. But what exactly do…

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Choosing the Right Executor: A Vital Decision for Your Estate Plan

Choosing the Right Executor

In the intricate landscape of estate planning, selecting the right Executor holds paramount importance. The role of an Executor is akin to the captain of a ship, entrusted with navigating the complex waters of distributing assets, settling debts, and ensuring the fulfillment of your wishes after you’re gone. Therefore, it’s imperative to meticulously consider various…

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There Are Many Types of Trusts: 10 Considerations On Which Is Right For You

Considerations for Choosing a Trust

A revocable trust and an irrevocable asset protection trust are two distinct estate planning tools, each with several differing sub-types and their own advantages and limitations. Revocable Trusts A revocable trust, often referred to as a living trust, allows the grantor (the person creating the trust) to retain control over the assets placed within the…

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How Bad is Going Through Probate, Actually?


Probate—a term that often sends shivers down the spines of individuals faced with the passing of a loved one. Many perceive it as a cumbersome and lengthy legal process for your loved ones to deal with, conjuring images of complicated court proceedings and significant delays. And, don’t get us wrong, it certainly can be. But…

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‘Tis the Season to Talk About Charitable Estate Planning

The holiday season is a time for giving, for cherishing our loved ones, and for reflecting on the things that truly matter in our lives. It’s a season of warmth, generosity, and selflessness. For many, it’s also a time to consider how you can leave a lasting legacy by incorporating charitable giving into your estate…

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Leave a Roadmap with Your Estate Plan


Estate planning is an essential step in securing your family’s financial future and ensuring your assets are distributed according to your wishes. The estate planning process typically includes creating a Will or establishing a Trust, designating beneficiaries, appointing agents and more all with the goal to minimize taxes, avoid probate, and ensure your assets go…

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Using Transfer-on-Death Deeds to Avoid Probate

Person with stack of papers on clipboards

When it comes to planning your estate, you naturally want to make things as easy as possible for your beneficiaries. The last thing you want is for your property to get hung up in probate while your loved ones wait to receive their inheritance. When you Will your property to your beneficiaries, though, this is…

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Family Conversations About Your Estate Plan

Big diverse family celebrating christmas, talking, eating traditional winter holiday food at festive dinner table at home party. Xmas celebration at beautiful decorated place

With holidays upon us, you’ve got a lot on your mind, right? Turkeys and ham don’t make themselves, and the longer you put off gift shopping, the more stressful that affair becomes. And then, of course, the house needs to be cleaned, family visits need to be scheduled, Christmas lights need to go up, and…

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