Posts in Fiduciary Obligation

Jan 14 What Should I Know About Finances for My New Blended Family?

What Should I Know About Finances for My New Blended Family? The blended family is a family dynamic that is increasingly common, ...

Dec 18 Simple Mistakes to Avoid in Estate Planning

There’s so much information available today, good and bad, that it is not always easy to know which is which. Just as we should ...

Nov 05 Special Ownership for Married Couples: Tenancy by the Entirety

Special Ownership for Married Couples: Tenancy by the Entirety: Married couples have a special way to jointly own property in some ...

Aug 15 Avoiding a Family Feud When Choosing a Power of Attorney

The challenge in tasking a family member or trusted friend is not just making sure they have the necessary skills, but to navigate ...

Aug 14 Why It’s Always Better to Plan Ahead

Two stories of two people who managed their personal lives very differently illustrate the enormous difference that can happen for ...