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Tag Archive 'trustee'

          This is generally one of the most difficult decisions for clients to make next to deciding who should be nominated as guardian of their minor children.  The successor trustee is the person (or persons) who shall hold, manage, invest and reinvest the trust assets, collect the income and profits from it, pay the necessary […]

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Whenever I bring up the idea of a pet trust with clients, I initially receive an incredulous look as a response.  This is because, to most people, the idea of a pet trust is associated with people like Leona Helmsley, who left her dog $12 million dollars in her Will.  However, pet trusts can be […]

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Establishing an estate plan is crucial to ensuring that your assets and family are protected and provided for in case of a disability or death.   However, education about the estate planning process is also key to ensuring that the plan is carried out effectively.  When a loved one loses capacity or passes away it is […]

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                There are common events which trigger a need for estate planning, one of which is the birth of a child.  In my experience, nominating a guardian for the care of a minor child is often the most important yet challenging decision for parents to make.   Below are some important issues which should be addressed […]

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For more information about our estate settlement services, please visit http://www.familywealthlawgroup.com/settlement.html

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