Jan 30, 2024 | Insights
Trust protectors are commonly used in the United States. Essentially, a trust protector is someone who serves as an appointed authority over a trust that will be in effect for a long period of time. Trust protectors ensure that trustees maintain the integrity of the...
Jan 23, 2024 | Insights
Did you know that irrevocable trusts can be modified? If you did not, you are not alone. The name lends itself to that very misconception. However, the truth is that changes in laws, family, trustees, and finances can frustrate the trustmaker’s original intent when...
Jan 16, 2024 | Insights
Sharing your estate plan with your loved ones can compromise the privacy of your financial and personal information. Some people therefore prefer to keep these matters private, especially when it comes to distributions of significant amounts of money or property....
Jan 9, 2024 | Insights
When you decide to create a comprehensive estate plan, there are many things to consider. One is whether to tell your loved ones about your plan and how much information to share with them. Estate planning can be a complex and sensitive matter, so your choice may...
Dec 27, 2023 | Insights
A conservatorship is a court-ordered arrangement that gives one person (or multiple people), called a conservator, legal authority to manage the affairs of another person, known as a conservatee or ward. Most jurisdictions—recognize two types of conservatorships: A...
Dec 19, 2023 | Insights
Situations Requiring More Than a Basic Will While a basic online will may be a viable option for some, an experienced attorney is helpful in the following circumstances. Avoiding Probate: If it is important to you to avoid probate for your family then you will want to...
