Planning for Special Needs Requires Care
Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
May 3, 2022
Succession Planning can Protect Family Legacy
While 88% of business owners believe their family will control their business in five years, statistics from Family Business Institute show that only 33% of businesses survive to transfer to the next generation, and only 10-15% continue to the third generation.
April 25, 2022
How to Obtain Power of Attorney for your Parent?
For those of us involved as care providers for someone having difficulty handling his/her own affairs, whether it’s a family member or not, requires that we have the legal authority to do what’s in that person’s best interest.
March 31, 2022
Advance Care Planning a Benefit to Seniors
New research, published in JAMA Network Open shows that using a comprehensive approach to engage patients in Advance Care Planning (ACP) during the COVID-19 pandemic effectively improves the opportunity for ACP discussions and documentation as well as equitable healthcare delivery.
March 23, 2022
Why You should review Estate Planning
Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
March 9, 2022
Naming Power of Attorney is extremely important
These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.
March 3, 2022
When Does Someone Need a Guardian?
Seeking a guardianship for a loved one is a decision that shouldn’t be taken lightly. Here’s how the process works.
February 23, 2022
The Estate of The Union Episode 14: Needle in a Haystack – Finding the right Caregiver is out now!
The Estate of The Union Episode 14: Needle in a Haystack – Finding the right Caregiver is out now! Getting squeezed between being a parent
February 22, 2022
Letter of Instruction is Resource for Executors
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
February 14, 2022
What are the Advantages of Modern Directed Trust?
Modern trusts can be drafted, and existing trusts can be modified, to provide flexibility allowing a family the ability to navigate an unknown future and preserve family legacies intergenerationally.
February 7, 2022