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Weidner, Jennifer

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Aug 19, 2014
Selecting a trustee: it’s no easy task

There are several reasons you may need to provide for a trust in your estate plan. You may want to set aside assets for someone who is receiving government benefits, for example, and a supplemental needs trust would keep the

Aug 19, 2014
May 14, 2014
Transfer-On-Death Accounts: The Complexity of a “Simple Plan”

When I was in private practice, I made sure my estate planning clients understood that their Wills only governed the disposition of assets they owned in their sole individual name with no beneficiary designation.  Beneficiary designations and property titling are

May 14, 2014
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