Blog Posts in 2018
Posted on Nov 26, 2018 By Steven R Owens
While the term fiduciary is a legal term with a rich history, it very generally means someone who is legally obligated to act in another person’s best interests. Trustees, executors, and agents ...
Continue reading "How to Pick a Trustee, Executor, and Agent Under a Power of Attorney" »
Posted on Nov 19, 2018 By Steven R Owens
We know it’s hard. Thinking about someone else raising your children can stop you in your tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger ...
Continue reading "Do It Now: Name a Guardian for Your Minor Child(ren)" »
Posted on Nov 12, 2018 By Steven R Owens
If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions in you. You have lost a loved one and also experienced monetary ...
Continue reading "5 Tips for Successfully Receiving an Inheritance" »
Posted on Nov 5, 2018 By Steven R Owens
Why Incapacity Planning for Business Owners is an Indispensable Component of Your Plan Most business owners have their estate planning prepared because they are worried about what will happen to their ...
Continue reading "Passing Along a Benefit, Not a Burden" »
Posted on Oct 29, 2018 By Steven R Owens
Whether your beloved collection consists of artwork, books, cars, music, or other significant items, you should not forget about this valuable asset when estate planning. You have likely spent quite ...
Continue reading "What to Do with Your Beloved Collection" »
Posted on Oct 22, 2018 By Steven R Owens
If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously), you need to know whether or not your parents have ...
Continue reading "Do your Parents have an Estate Plan?" »
Posted on Oct 15, 2018 By Steven R Owens
If you are recently married or have been married and are acquiring additional assets, know that you have options when it comes to how the property will be titled. And, although joint tenancy seems ...
Continue reading "Why Joint Tenancy Should Not Be the Go-To Plan for Newlyweds" »
Posted on Oct 8, 2018 By Steven R Owens
Considering the myriad of trusts available, creating an estate plan that works can seem daunting. However, that’s what we, as estate planning attorneys, do every day. We know the laws and will ...
Continue reading "10 Types of Trusts: A Quick Look" »
Posted on Oct 3, 2018 By Steven R Owens
With the fall season approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up to date: 1. When was your power of ...
Continue reading "Your Fall "Legal Affairs" Checklist" »