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Planning for the future is crucial, especially when it involves loved ones with unique needs. Special Needs Trusts are a powerful tool that can provide financial security while safeguarding important benefits. At Rudman Winchell, our estate planning attorneys, together with the exceptional staff at Maine Fiduciary Services, specialize in guiding families through the intricate journey…
6 Estate Planning Questions, Answered
Estate planning is a personalized process impacted by each individual’s unique family and financial circumstances. Estate planning attorneys are often asked the following questions, and the answers are important to understand as you prepare your estate plan. 1. What Is the Difference Between a Will and a Trust? A will is a document that directs…
You’ve Been Named a Trustee: Overwhelmed? We’re Here to Help!
Being named a trustee is an honor, but it also comes with significant responsibilities that can feel overwhelming at first. As a trustee, your primary duty is to preserve and manage trust assets, ensure proper distributions according to the trust’s terms, maintain clear financial records, and communicate regularly with beneficiaries. You must remain impartial, especially…
