Estate Planning Services
Tupman & Bloom offers estate planning services, including the preparation of wills and powers of attorney for property and personal care. Our litigation experience gives us a practical perspective on how planning documents are challenged, interpreted, and sometimes fail, allowing us to draft with an eye toward minimizing future disputes.
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Do you need to be an Executor if you are named as one in a Will?
When someone is named as an Executor in a Will, it is the wish of the person who made the Will that the named person be their Executor. However, it does not legally bind the named Executor to do that job. The named Executor has the ability from the get go to renounce...
You’re appointed to be someone’s Executor…now what?
Being an Executor is a job and needs to be treated like one. There are specific and enforceable legal obligations. It cannot be treated as a weekend or evening hobby that you do when it fits your schedule. There are reporting obligations to beneficiaries, tax filing...