COVID-19 has raised awareness in the US more than ever about the importance of having a will, a living trust, or a living will. Still, this knowledge is not translating into estate planning action. No matter your age or asset… Read more »
Month: May 2023
Do-it-Yourself Estate Planning: The Perils
Do-it-yourself estate planning may seem like a cost-saving option. However, it can be costly in the end, both financially and in terms of family well-being. Estate planning involves important decisions about how your assets will be distributed after you die… Read more »
Guardianships: Protecting Your Finances and Right to Vote
All US citizens have the fundamental right to vote, but if you become a ward through a guardianship process, you may lose that right. You could also lose control of your finances to someone you don’t fully trust. By nominating… Read more »
Special Needs Trusts: What You Need to Know
In order to ensure their loved one with special needs has the resources to succeed for the long term, special needs trusts (SNTs) can be an extremely useful planning tool. A special needs trust can provide fiduciary management and oversight… Read more »
Does the Probate Attorney Represent the Executor or Estate Heirs?
It is essential at the beginning of the probate process to know the role of the lawyer, regardless of whether you are the Executor or an heir. One of the biggest sources of conflict in probating the estate is understanding… Read more »