Take Care When Naming a Co-Trustee
Unlike a last will and testament, a revocable living trust is effective during your lifetime.
November 8, 2022
Advance Directives are Critical to your Planning
Advance directives typically consist of a living will and a power of attorney for healthcare.
November 7, 2022
Factors to Consider when Picking Trustee
One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.
November 3, 2022
College Kids Need an Estate Plan
As a kid reaches 18, they’re an adult in the eyes of the law. Therefore, your parental authority no longer exists and in turn you can lose access to information.
October 27, 2022
What Is the Purpose of a Guardian?
A frequent concern for those with aging loved ones is the future need for guardianship. Unfortunately, the concept of guardianship can be confusing and overwhelming.
October 18, 2022
How are a Living Will and Advance Directive Different?
Most people think of wills as written instructions for use after death. In contrast, living wills provide your instructions for continuing or halting life-sustaining healthcare while you’re alive.
October 4, 2022
Less Restrictive Alternatives to Guardianship
Although laws vary from state to state, every state requires that less restrictive alternatives be considered before invoking a guardianship. These might include such vehicles as limited guardianships, powers of attorney or assisted decision-making agreements.
September 27, 2022
The Risks of Creating Your Own Estate Plan
Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.
September 7, 2022
Key Documents Every College Kid Needs
A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.
August 31, 2022
Even Young Adults Need a Will
These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.
August 16, 2022