We’ve noticed that more people are talking about estate planning and are actually doing something about it. I’m not sure if the increase means a concern about our mortality because of the global pandemic, or it is that people finally have some time to get...
Whether or not you should buy long-term care insurance is a question we get a lot. The answer is: it depends. This isn’t a simple question to answer because there are so many variables, including: Your insurability Your age and resulting cost of the long-term...
I always enjoy our holiday newsletter as we break from the legal topics and communicate something that is important to us. I will admit I am an “open book” or a what-you-see-is-what-you-get type of person, so I’m usually not hard to figure out, but...
What happens if a dispute arises between a trustee and a beneficiary? There are five common rights of beneficiaries according to the Uniform Trust Code… A special needs trust is set up to provide money for the care and support of the beneficiary with special...
Estate planning has more challenges than most realize, and the biggest challenge (by far!) is just getting your initial estate planning done. One of the critical decisions involved with a trust-based estate plan is who will be the surviving trustee, or the manager, of...
