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
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
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
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
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. Â In your project, include recurring bills,
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