Estate Planning Guidelines

Estate Planning Guidelines are questions and issues which should be well thought-out and considered prior to meeting with your estate planning attorney.    When putting together an estate plan, you may want to have conversations with individuals whom you are considering naming as executors, trustees and, in particular, guardians of minor children.

Here are some estate planning issues for . . . → Read More: Estate Planning Guidelines

Trust & Estate Administration

Trust and Estate Administration is the process by which assets are identified, collected and retitled, by a trustee or estate representative with or without the assistance of a probate attorney.   In the case of a trust, the assets of the trust are then administered according to the terms and provisions of the trust agreement or declaration.  . . . → Read More: Trust & Estate Administration