To A/B, or Not To A/B, That is the Question
Most revocable living trusts for married couples, established prior to 2018, require that the trust be divided into two or more “sub-trusts” upon the ... Read More
Alzheimer’s Disease and Advance Health Care Directives
There are more than 5 million Americans suffering from Alzheimer's disease. Projections by the Alzheimer's Association (alz.org) are that by 2050 more than 14 million ... Read More
What We Can Learn From Britney Spears Conservatorship
A conservator is appointed by the court to care for and protect a person who is deemed unable to care for themselves. Among the conservator’s ... Read More
Preserve Generational Wealth With 3 Tips
Have you considered what is required to preserve generational wealth and your legacy? Or the impact an inheritance will have on family members in different ... Read More
Caregiving From Afar – Things To Consider
Long-distance caregiving is defined by the National Institute on Aging (NIA) as providing care for someone who lives an hour or more away. This type ... Read More
Blended Family Estate Planning
In many cases, couples bring children into a marriage from a prior marriage or union and then have children together. This is often referred to ... Read More
Caring for Aging Parents Need Not Split Siblings
As our parents age, it's common for siblings to come together to provide care and support. However, this can also be a time of conflict ... Read More
Factors to Consider When Naming a Trustee for Your Estate
Naming a trustee is a crucial step in estate planning. This individual or entity will be responsible for managing your assets and distributing them according ... Read More
