Posts Tagged ‘estate planning trust’

Your wedding is a time of bliss and endless possibilities for a bright future together. While planning for your perfect day, don’t forget to protect those you love, as you start your new life together. Marriage is the right time to ensure your estate documents are in order. As you prepare for your future, take the time to meet with your estate attorney. Putting into place your vital documents like Wills, powers-of-attorneys, and health care directives will help provide you with the peace of mind that you will need for your perfect day. A Will is an essential document that… read more »

The world of estate planning and trust administration is fraught with a variety of landmines, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law. In this teleconference, we will delve into the following issues and concerns to which both lawyers and fiduciaries would be well-advised to pay close attention: Duty to File Amended Tax Returns Recognizing and Steering Clear of Tax Return Preparer Penalties Hazards for a Lawyer in… read more »

Asset protection planning is important to an increasingly broad range of clients – both for themselves and for their children. Creditors seem to be more aggressive these days, and more clients are becoming conscious of their potential to wake up one day in a vulnerable financial situation. Estate planners should offer their clients the opportunity to discuss, early in the estate planning process, the advantages of and available techniques by which to secure at least some measure of asset protection. This teleconference will focus on the following: Avoiding Fraudulent or Voidable Transfers Using Tenancy by the Entireties Form of Ownership… read more »

In today’s world, protecting your family with solid estate planning is more essential than ever. The recent pandemic reminds us that having good estate documents in place is necessary. A sturdy Will can assure that your assets pass as you desire and your instructions will be observed. A Durable Power of Attorney empowers another to help when someone is injured, incapacitated, or frail. A Health Care Directive assures that medical services will be administered as you desire. Our legal team is current with recent changes in the law and can help you keep your estate plan up to date. Having… read more »

For most people, estate planning requires just a few basic documents. View this video by Attorney Tim Bupp to learn more about why you need an Estate Planning Trust. An Estate Planning Trust will help guide loved ones with the management of inherited money and other assets after you are gone. A thoughtfully prepared Estate Plan is not just beneficial to family members, it can provide tremendous peace of mind. You owe it to yourself and those you love to have a plan in place. AttorneyTim chairs the Firm’s Estate Law Section. He provides clients with specialized advice in Estate Planning, Business and tax planning, Real Estate transactions and related … Read more

For most people, estate planning requires just a few basic documents. View this video by Attorney Tim Bupp to learn more about why you need an Estate Planning Trust. An Estate Planning Trust will help guide loved ones with the management of inherited money and other assets after you are gone. A thoughtfully prepared Estate Plan is not just beneficial to family members, it can provide tremendous peace of mind. You owe it to yourself and those you love to have a plan in place. AttorneyTim chairs the Firm’s Estate Law Section. He provides clients with specialized advice in Estate Planning, Business and tax planning, Real Estate transactions and related … Read more