Who is Authorized to Amend a Trust?
The conditions for amending a trust, including who has the authority, is usually set out in the document.
June 7, 2023
Unmarried Couples must have Estate Planning Documents
It is very important for unmarried couples to execute estate planning documents to make their wishes clear concerning the rights and responsibilities of their significant other.
June 1, 2023
Durable Power of Attorney can Prevent Guardianship Issues
If you’re seeking guardianship or conservatorship for a relative who is unable to take care of their own personal or financial needs, get ready for the long haul.
May 31, 2023
Use Estate Planning to Prepare for Cognitive Decline
Data from sources like the U.S. Census Bureau shows in no uncertain terms that the U.S. population has grown older over the prior two decades.
May 18, 2023
Singles Need Estate Planning for Incapacity
You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children.
May 15, 2023
Avoid these Medical Power of Attorney Mistakes
Everyone age 18 and over should have a health care proxy document signed (think children off to college, and yourself, not just an elderly parent).
May 4, 2023
Adding Children to Joint Account can have Unintended Consequences
Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.
May 2, 2023
Older Singles need to Plan for the Unexpected
Aging solo is about those individuals who are widowed or not married, live alone and have no family or none they can count on. They are going through the last years of their lives on their own. It can be just fine until one’s health declines and the usual activities and access to friends get out of reach.
May 1, 2023
Planning for Long-Term Care with Irrevocable Trusts
With the possibility of needing long-term care in the future, many people are interested in proactive planning.
April 17, 2023
Qualified Disability Trust can reduce Tax Burden
A qualified disability trust (QDisT) is a special needs trust that qualifies for a federal tax exemption.
April 4, 2023