Each week we discuss various elder-law, and elder-law adjacent, issues. In plain language, we review estate planning, guardianship, special needs and other legal and practical developments.
Personal Property Planning Before Death.
Many of your belongings are precious to you. You worked hard to acquire them. The transition from your...
Finding Purpose Through Charitable Planning.
During the estate planning process, people frequently consider how to convey assets to charity when...
Clients often ask to set incapacity standards in their trusts and powers of attorney. Typically, they might suggest a requirement that two physicians...
We frequently see one of the same handful of trust administration misunderstandings. From the length of time required, to the tax effect, to the court’s...
You may have heard of an after death checklist but what does it contain? Losing someone you love is always difficult so people often find keeping a...