Lotus Fiduciary Group

Many newlyweds assume estate planning is only for the wealthy or the elderly, but creating a plan now ensures your spouse is protected if the unexpected happens. Here are 10 conversations to have with your spouse:

Newly Married? Here Are 10 Estate Planning Conversations Every Couple Should Have Getting married is one of life's most exciting milestones. Along with combining your lives, you're also combining financial responsibilities, future goals, and the promise to care for one another through every stage of life.While many newlyweds spend months planning the perfect wedding, far fewer sp...

Our latest blog goes into the realities of having your children serve as Trustee.

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Settling a loved one's estate can be overwhelming, and even small mistakes can lead to unnecessary delays and stress. Our latest blog shares practical tips to help families avoid common estate administration pitfalls and navigate the process with confidence.

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The Biggest Mistakes Families Make When Settling an Estate (and How to Avoid Them) Losing a loved one is one of life's most difficult experiences. Unfortunately, that's also when families are often expected to make important financial and legal decisions—many of which they've never faced before.Even when someone has a will or trust in place, settling an estate can quickly become...

Our Latest Blog Post! Trustee vs. Power of Attorney vs. Conservator: What’s the Difference?

Trustee vs. Power of Attorney vs. Conservator: What’s the Difference? When families begin planning for aging, incapacity, or the management of assets, they often hear terms like Trustee, Power of Attorney, and Conservator. While these roles may sound similar, they serve very different purposes.Understanding who does what can help families make informed decisions and a...

Our newest blog post highlights some of the underlying causes of conflict amongst siblings during estate and trust administration and practical ways families and fiduciaries can help reduce tension before disputes escalate.

When Family Dynamics Complicate Fiduciary Matters. Helping Siblings and Step-Siblings Navigate Estates, Trusts, and ConservatorshipsFew things are more emotionally charged than family decision-making during times of crisis, loss, or transition. When aging parents need assistance, a loved one passes away, or difficult financial and healthcare decisio...

Check out our new blog! The Lotus Perspective.

What Does a Professional Fiduciary Do? A Guide for Families When faced with complex decisions, having a professional by your side can make all the difference.

Unfortunately, this is not uncommon.

Jimmy Buffett’s Widow Sues in Battle Over $275 Million Estate Jane Buffett wants a court to replace her co-trustee, claiming that he mistreated her and neglected to provide key financial information.

Our office will be closed on Thursday, July 3rd and Friday, July 4th in observance of Independence Day. 🇺🇸
We will resume regular business hours on Monday, July 7th.
Wishing you and your loved ones a safe and joyful holiday weekend!

When we think of the word “estate,” we usually think of big mansions and rolling green acreage, but really it’s a legal term for money or assets, regardless of how big or small. This means that estate planning is for everyone, not just wealthy people. Don’t miss our FREE estate planning basics webinar on Wednesday, April 9th, at noon. We will share everything you need to know about building an estate plan that works for you. Please, register now to join us! >> https://absolutetrustcounsel.com/webinars/?el=webinar-FB

Don't let your retirement accounts end up in probate! ⚠️ Many people spend hours crafting their will or trust, but completely overlook their beneficiary designation forms—the document that OVERRIDES your estate plan for 401(k)s, IRAs, and pensions. Our new blog walks you through 5 strategic approaches to filling these crucial forms, from naming individual beneficiaries to creating charitable legacies. Your loved ones deserve better than legal delays and unexpected taxes. >> https://absolutetrustcounsel.com/5-ways-you-can-fill-out-a-beneficiary-designation-form-and-who-you-can-nominate/?el=blog-FB