New Installment of The Estate of The Union Podcast
In this new installment of The Estate of The Union Podcast, Brad Wiewel is joined by Ann Lumley, JD, the Director of After Life Services
September 2, 2021
Consider an Estate Planning Checklist
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
August 30, 2021
How to Address an Estranged Child in your Planning
Perhaps one of the most difficult, and increasingly common, estate planning questions involves the inclusion or disinheritance of an estranged child.
August 26, 2021
Understanding the Responsibilities of the Trustee
A trustee is a fiduciary which, essentially, is a person that owes a legal, ethical and, perhaps, moral obligation to act in the interest of another.
August 24, 2021
What a Power of Attorney Should Include
Many people have signed at least one power of attorney in their life. A power of attorney, which names a trusted family member, friend or advisor as your ‘attorney-in-fact’ to control your assets, is meant to be used if you are incapacitated.
August 23, 2021
Creating a Trust for a Dependent Adult
Creating a will is important for all adults, but particularly those who have dependents—including adult dependents. Adding a trust to your estate plan can provide even more guidance.
August 19, 2021
Blended Family Dynamics create Challenges
We have seen some step siblings able to all get along fine but they seem to be the exception. More likely, one sibling feels divided loyalty to the birth parent, not the step-parent.
July 26, 2021
New Episode of The Estate of The Union Podcast!
The new episode of The Estate of The Union podcast is out now. In Episode 5 Brad Wiewel is joined by attorney Ann Lumley, Director
July 9, 2021
A Trust is an Option when Children are Minors
Do I need a trust in case something happens to me?
July 8, 2021
How to Manage a Special Needs Trust
Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.
June 28, 2021