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Life Insurance Policy Review…A Disaster or Solution Waiting to Happen?

by Bob Cohen May 28, 2012 Guest Articles

For insured’s under the misperception that their life insurance policy is iron clad simply because they pay their annually billed premium, these folks may be in for an abrupt and expensive surprise.  Many policies are […]

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Selecting Trustees

by Jayne Sykora October 26, 2011 Estate Planning 101

We’ve written on Epilawg before about the importance of choosing the right individuals for the various roles that need to be filled in your estate plan. In this post, I will focus specifically on choosing […]

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Trusts and Incapacity

by Maggie Green July 29, 2011 Incapacity Planning

Revocable trusts have many benefits.  They typically allow for a smooth transition of assets when an individual dies, they can avoid the probate process, and they may incorporate transfer tax planning techniques such as disclaimers, […]

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Trustee Duties Part 3: Independence and Impartiality

by Maggie Green January 21, 2011 Estate Planning 101

The duty of independence requires that the trustee remain independent from and impartial to the various beneficiaries. Bogert’s Trusts and Trustees explains, “A trustee who holds for successive beneficiaries owes a duty to them to […]

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Trustee Duties Part 2: Follow the Trust Instrument

by Maggie Green January 2, 2011 Estate Planning 101

The duty to follow the written trust instrument is fundamental to a successful trusteeship. This duty requires a trustee to, “carry out the directions of the testator or the settlor as expressed in the terms […]

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The Benefits of Utilizing Corporate Trustees in Your Estate Plan

by Adam Cox October 18, 2010 Estate Planning 101

Selection of the appropriate trustee is often an emotional decision. While many grantors may feel that naming someone outside the family to act as trustee may be seen as a “vote of no confidence” for […]

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A Living Trust: Is it right for you?

by Jayne Sykora October 10, 2010 Incapacity Planning

So often clients come to us for help with an estate plan, convinced that a living trust is necessary because they have heard that it is the ideal tool to assure avoidance of a ‘dreaded’ […]

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