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The Best Trustee for your Estate Plan Provided By: Alan G. Orlowsky The Best Trustee for Your Estate Plan. In 2005 a trust beneficiary filed a law suit against her trustee (her father) claiming that her father illegally transferred $2 billion of her money to a trust for another beneficiary. The case was settled for […]

Should you Review Your Current Estate Plan? Provided By: Alan G. Orlowsky Should you Review Your Current Estate Plan? Estate planning is essential for all those with children, who own a home, own a business, may need long-term care, and in many other situations. Jenny and Bill recently met with their attorney for a review […]

Do I Need a Living Trust? Provided By Alan G. Orlowsky Most individuals are familiar with the basic concept of a will: it is a legal document that, if properly executed and admitted into probate, informs the court what you would like to happen to your property and affairs once you die. A will is […]

When is the Right Time to Look at Your Estate Plan? Provided By: Alan G. Orlowsky Creating an up-to-date estate plan is a lot like changing the oil in our cars: we realize and understand that both are necessary but we often procrastinate in actually doing them. But just as failing to change the oil […]