How to Choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs -...
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Robert P. Newman, Esq.
Aug 27, 20184 min
Do It Now: Name a Guardian for Your Minor Child(ren)
“ I know for a fact that this is not what Karen would want!” said Karen mother. Karen was a single mother of a 5 year old daughter. Her...
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Robert P. Newman, Esq.
Aug 23, 20182 min
Should your Child’s Guardian and Trustee be the Same Person?
If you have only overheard discussions about estate planning, you have likely heard the words “guardian”, or “trustee” tossed around in...
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Robert P. Newman, Esq.
Aug 20, 20184 min
How to Choose a Guardian/Conservator for Yourself
What will happen if you cannot make decisions for yourself? Every day we make hundreds of decisions from what to eat for breakfast to...
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Robert P. Newman, Esq.
Aug 16, 20183 min
How to Pick a Trustee, an Agent Under a Power of Attorney and an Executor
While the term fiduciary is a legal term with a rich history, it generally means someone who is legally obligated to act in another...
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Robert P. Newman, Esq.
Aug 14, 20182 min
BACK-TO-SCHOOL PREPARATION: MORE THAN SCHOOL SUPPLIES
Use This Time to Revisit The Parts of Your Estate Plan That Impact Your Children Most With all the considerations about your children’s...
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Robert P. Newman, Esq.
Aug 13, 20182 min
Do You Know Your Estate Planning Cast of Characters?
Regardless of your family situation, a lack of adequate estate planning can have major consequences in your life and those you love.
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Robert P. Newman, Esq.
Aug 9, 20183 min
Steps For Starting the End-of-Life Conversation
Death and taxes. No one ever really want to discuss either, especially not discuss death and dying. And yet, it is a critical time in...
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Robert P. Newman, Esq.
Aug 6, 20183 min
Avoid These Common, Expensive Mistakes - Part Two
How to Leave Assets to Adult Children When considering how to leave assets to adult children, the first step is to decide how much each...
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