Legal

Trustee's Duties Upon Trust Termination

Recent Kentucky Supreme Court Opinion regarding trust termination.

Estate Planning: What Are The Differences Between Trustee And An Executor/Administrator?

If you are confused about the differences between a Trustee and an Executor, you are not alone. A couple of weeks ago, I outlined the...

Understanding differences between an estate plan based on a Will and one based on a Trust?

Let me start with one basic statement, and whether you choose a Trust or Will, there is likely a place in your plan for the other as...

Estate Planning for Blended Families, Part 2

Six Concrete Actions You Can Take To Help Prevent Conflict I outlined some of the legal and emotional hurdles common to estate planning...

Your Current Estate Plans Are Likely Safe For Now.

So the "final" Build Back Better plan was outlined by President Biden about ten days ago. In my last blog entry, I outlined the estate...