Russman & Phinney
Q: Why would your children need an estate plan once they turn 18 and head to college? A: Going off to college or beginning a new career is an exciting and significant step into adulthood for many young individuals. As…
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Upton & Hatfield
Q: How can blended families, subsequent marriages, or complex family dynamics benefit from a more customized estate plan? A: Estate planning for blended families and subsequent marriages can be complicated and proper planning is important. There might be concerns about…
Milestone Financial Planning, LLC
Q: Second marriages: How do I protect my spouse without disinheriting my kids? A: A great way to protect your spouse without disinheriting your kids is to title your home and your non-qualified investments in a revocable trust with what…
Sheehan Phinney
Mark Bartram is a member of Sheehan Phinney’s Estate Planning Group, focusing his legal practice on trusts and estates with extensive experience in estate planning, trust and fiduciary administration, and probate matters. For more information please…
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