People create trusts to fulfill a particular purpose. This purpose may be to avoid probate, manage finances for someone who is fiscally irresponsible or ensure the financial security of a family member with special needs. The trustee has a crucial role, as they are...
We have expanded our options for remote consultations and virtual meetings.
Please contact our office to discuss what meeting option best fits your situation.
Virtual Appointments
Principled Advocacy For Families And Individuals With Disabilities And The Professionals Who Serve Them
Month: June 2024
Qualities to look for in a trustee
As part of your estate plan, you may decide to create a trust. Maybe it’s a discretionary trust to guide the way that someone spends their inheritance. Perhaps it’s a special needs trust to provide specific assets to a beneficiary without disqualifying them from...
3 reasons many people add powers of attorney to their estate plans
Estate plans can consist of just a will or a variety of different documents. Testators can create legal paperwork to protect their loved ones after they die. They can also draft documents that help protect themselves from unpredictable circumstances throughout their...