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An Ineffective Power of Attorney

You can appoint a trusted individual to make decisions or conduct transactions on your behalf using a power of attorney. They could...

Trustee Responsibilities

When you are considering your estate plan, or are in the middle of it, you may be wondering how your assets will...

Inheritance Settlement

Whether you are identifying an executor (say, on your behalf) or you are the chosen executor, there are certain criteria to consider...

Financial Fraud and Abuse of the Elderly

Annually, American elder financial fraud and abuse total between 2.6 and 36.5 billion dollars in lost assets and money, according to the...

Understanding Trust Types

We’ve all heard of trusts, often in reference to someone who is the beneficiary of a trust fund. Some may believe that...

SPECIAL NEEDS GIRL

A Trust for Special Needs and an ABLE Account

Those who have loved ones with disabilities and wish to save money tax-free often create special needs trusts (SNTs) to supplement their...

Six Estate Planning Errors to Avoid

When you plan your estate, your assets, interests, and loved ones are protected after your death. There are many individuals who make...

​​An Unmarried Couple’s Guide to Estate Planning

There are more than one million widows or divorcees among the older US population, leading to new partnerships. According to the US...

Providing Income to Heirs Through Charitable Trusts

A charitable trust is a kind of irrevocable trust that benefits both you and the beneficiary while also providing income for your...