January 10, 2017 / by Thomas Knutila / Estate Planning, Strategic Planning / 0 comments
In my years working as a Trust Officer, my clients would ask how often they needed to review and update their “estate plan”. For the wealthiest of that group, an estate plan could include a revocable trust, a Last Will and Testament, powers of attorney, a charitable trust, a family trust, a right to die […]
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Divorce Among Partners: How Not To End Up In Business With An “Ex”
March 10, 2020 / by Larry Donahue / Business Law, Business Tips, Contracts, Estate Planning, Strategic Planning / 0 comments
What happens when one of your business partners gets divorced? Unless your Operating Agreement states otherwise, chances are you are now in business with your Partner and their ex -spouse. It’s a well-known fact that half of all marriages end in divorce, yet it is staggering as to how little by way of planning goes […]
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What Exactly is a Trust?
February 12, 2017 / by Thomas Knutila / Anonymous LLC, Estate Planning, New Mexico / 0 comments
Legal websites are rampant with articles promoting the use of trusts and their value in avoiding the horrific, heinous probate process. In my experience as a trust officer, the overriding emotion that I noted when speaking with clients about trusts, and the entire estate planning process for that matter, was confusion. This is a valid […]
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What is an Estate Plan?
January 10, 2017 / by Thomas Knutila / Estate Planning, Strategic Planning / 0 comments
In my years working as a Trust Officer, my clients would ask how often they needed to review and update their “estate plan”. For the wealthiest of that group, an estate plan could include a revocable trust, a Last Will and Testament, powers of attorney, a charitable trust, a family trust, a right to die […]
Read more