August 2016

Estate planning requires many decisions, not the least of which is whom to appoint as an agent to act under a health care surrogate and a durable power of attorney and whom to appoint as a  personal representative  and a trustee. How do you select...

Instead of an outright distribution to a surviving spouse, estate planners often advise that assets be distributed to a qualified terminal interest property ("QTIP") trust for the benefit of the surviving spouse. This planning occurs often in a second or third marriage. Upon the predeceasing spouse's death, their estate...