Author Archive | Oakstone Law PL

Ways to Lighten the Trustee Burden

Part 2 of the 3-Part CapitalRock-Oakstone Webinar Trust & Estate Planning Series

CapitalRock Investments and Oakstone Law recently collaborated on a 3-part webinar series examining various aspects of trusts with respect to estate trust-estate-planning-webinar-seriesplanning. The topics are as follows:

  1. Do You Hate Your Trust Now? This session explored various tools and alternatives for dealing with a trust that may no longer be meeting your estate planning goals.
  2. Ways to Lighten the Trustee Burden. This session explored the trustee’s numerous duties, the tensions those duties can cause among trust beneficiaries, and how to arm your trustee with the tools to avoid conflicts.
  3. Delegation Not Dereliction of Duties. This session explored the various ways a trustee can build a team to help ensure your trust has all the necessary expertise AND help reduce liability exposure.

 

(If you can’t see the video, click on Continue Reading to go to it.)

Continue Reading →

Continue Reading

What Happens If My Estate Is Intestate?

Intestate – What does it mean and how does it affect my estate?

Where there’s a will, there’s a way. Where there’s not a will, well, there’s intestacy.

intestate

What does intestate mean?

“Intestate” means without a Will. “Intestacy” describes the condition of an estate being intestate. Sometimes, when a Will is found to be ineffective or invalid, intestacy results.

Intestacy can result in unwelcome surprises. Every state has its own laws and rules with respect to how probate assets are divided among heirs in intestate estates. In Florida, if you are intestate, your assets will flow as follows (note – you are the “decedent” in our hypothetical):

Continue Reading →

Continue Reading

Do You Hate Your Trust Now?

Part 1 of the 3-Part CapitalRock-Oakstone Webinar Trust & Estate Planning Series

CapitalRock Investments and Oakstone Law recently collaborated on a 3-part webinar series examining various aspects of trusts with respect to estate trust-estate-planning-webinar-seriesplanning. The topics are as follows:

  1. Do You Hate Your Trust Now? This session explored various tools and alternatives for dealing with a trust that may no longer be meeting your estate planning goals.
  2. Ways to Lighten the Trustee Burden. This session explored the trustee’s numerous duties, the tensions those duties can cause among trust beneficiaries, and how to arm your trustee with the tools to avoid conflicts.
  3. Delegation Not Dereliction of Duties. This session explored the various ways a trustee can build a team to help ensure your trust has all the necessary expertise AND help reduce liability exposure.

 

(If you can’t see the video, click on Continue Reading to go to it.)

Continue Reading →

Continue Reading

What To Do When a Loved One Passes Away – Probate Estate Settlement

What To Do When Someone Close Passes Away

loved ones estateWhen a husband or wife, mother or father, sibling, partner or other loved one passes away we experience one of the most difficult times of our lives. The finality of death brings with it a host of second-guessing, and we often find ourselves asking, “what could I have done differently?”

If you’ve lost someone close to you, it’s quite possible you’re experiencing a wide and sometimes strange array of emotions. Sadness and grief, of course, but usually also an odd mix of confusion, exhaustion, guilt, relief, frustration, anger and bewilderment are all common. You may find yourself chastising yourself for some of these feelings, as if you shouldn’t be feeling them.

Continue Reading →

Continue Reading

Estate Planning Radio Show Interview

On December 3, 2014, Bob Kleinknecht of Oakstone Law, was interviewed by Brian French for his AttorneyTalkRadio.com site. Topics included an overview of Oakstone Law’s approach, the benefits of trusts and some little-known tips to increase the likelihood of estate planning and trust planning success. Click the play button to listen.

 

Continue Reading →

Continue Reading
Client Payment Page
Need to pay a bill? Now it’s faster and easier to pay a bill. It’s secure safe and easy

Oakstone Law
1415 Panther Lane, Suite 439
Naples, Florida 34109
Tel: 239.206.3454