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Managing the Finances of a Loved One

Banking and bill-paying can become more difficult as we age, however incapacitation from an accident or sudden illness can strike at any age and present the same challenges. Incapacity is not just about mental cognition, accident, or illness. You may have a loved one who cannot drive themselves to the

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The Basics of Estate Planning

An estate plan consists of several documents that outline a person’s wishes. During the process, you can name people to make financial decisions on your behalf when you are unable. You can designate beneficiaries for your assets. You can also express your wishes for what type of medical care you

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Making the Right Choice When It Comes to Special Needs Trustees

A special needs trust (SNT) is usually created and funded by the grantor (the person who creates the trust). However, it is crucial to choose a successor trustee who will continue properly managing the SNT to benefit the individual with special needs. When selecting a reliable, honest, and capable successor

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Now Is the Time to Plan Your Estate

There is no way to predict what the future holds for any of us. It takes planning to preserve our health and wealth. Whatever happens, estate planning attorneys can help you legally reduce your estate and income taxes to protect your assets and family legacy.   Creating a strategic estate

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A Guide to the Probate Process Without a Will

When your loved one dies without a will, known as intestate, what happens? According to your state’s intestacy laws, a probate court will oversee the distribution process of the decedent’s property. Also known as intestate succession, it has similarities to the probate process when a will is present. Still, the

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Helping Your Child with Special Needs Enter Adulthood

You need to take practical and legal steps to plan for your child’s transition to adulthood as they turn eighteen. Begin well before their birthday to ease the transition and ensure they continue receiving their government benefits as an adult. If they require life planning and decision-making oversight, parents need

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Power of Attorney: What You Need to Know

The power of attorney plays a key role in planning for your incapacity and appointing someone you trust to manage your affairs. These legal documents can grant broad authority to one or more power of attorney agents to transact business or make medical decisions based on your behalf.   What

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Financial Information and Legacy Documents: How to Best Store Them

Estate planning documents such as wills, living wills, powers of attorney, trusts, medical directives, and financial information should be kept securely. Additionally, you need to securely store information about birth certificates, marriage licenses, even divorce decrees, as well as medical records and property titles.  In your project, include recurring bills,

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