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Comprehensive Planning for Your Loved One With Special Needs

When it comes to estate planning for your loved one with special needs, there is plenty to consider. No matter what happens to you, they’ll likely need some kind of care for the rest of their lives. But how do you anticipate every unknown? Maybe your head is already...

Is Everything in Order?

Before you leave on your next trip, do you have everything in order? Trips are fun, (you know how I love to travel!), but I also know that it is important to be prepared for the unexpected. Besides the usual packing list, and arrangements for your home, and perhaps...

Choosing an Executor

The best way to begin the task of choosing an Executor is not necessarily to look for a family member you trust the most. Rather begin with looking at the job of an Executor, whether volunteer or paid. Below is a list of tasks that are usually expected of the...

Who Can You Trust?

When creating a will or setting up a Trust, you will need to choose someone or a corporate Trustee to carry out the necessary tasks of settling your estate or managing your Trust. You will leave explicit instructions on how you want things handled, and you need to...

What Trustees Do and Why You Need to Know

Whether you are selecting a Trustee for a Trust you are establishing or if you are being asked to be a Trustee for someone else’s Trust, you need to have a good idea of what is expected of the Trustee. The first thing to understand is that the state in which the...

Reasons You May Want a Living Trust

Control The Living Trust allows you to choose who manages your assets during your lifetime, even if you become incapacitated, and even after your death. That is a lot of control! You may choose to name yourself as the trustee with the provision that a successor...