Estate Planning for Non-Traditional Families and Unmarried Partners

Estate planning is essential for everyone, but for non-traditional families and unmarried partners, it can be absolutely critical. Without the legal protections that marriage automatically provides, individuals in these relationships must take deliberate steps to ensure their loved ones are included in important decisions and inheritances.

Whether you’re in...

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What Are the Differences Between an Executor, Personal Representative, Trustee, Agent / Power of Attorney, Health Care Surrogate, and Guardian?

When my clients and I discuss their estate planning documents and advance directives (Wills, Trusts, Durable Powers of Attorney, Living Wills & Designations of Health Care Surrogates, and Nominations of Guardians for Incapacity and for Minor Children), I explore their wishes about who will be responsible for various roles in their estate...

What Are the Differences Between an Executor, Personal Representative, Trustee, Agent / Power of Attorney, Health Care Surrogate, and Guardian? Continue reading…