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What Documents are in an Estate Plan?

There are frequently asked questions that people have about revocable living trusts, wills, supported decision making agreements (new), powers of attorney and advance health care directives.

Posted on: March 17, 2023

Beneficiary Battle over Presley Estate Reveals Possible Problems in Estate Planning

A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.

Posted on: March 16, 2023

What to Ask a Perspective Elder Law Attorney

A consultation is an initial meeting with a lawyer. During this meeting, you can discuss your unique situation and your concerns.

Posted on: March 15, 2023

What Strategies Minimize Estate Taxes?

With 2022 bringing very little change to trust and estate law, 2023 remains a prime opportunity to take advantage of the favorable tax landscape.

Posted on: March 14, 2023

Does Divorce Have an Impact on Estate Planning?

When you're in the midst of a divorce, you're probably not thinking about estate planning or your will. However, if you're divorcing, you should think about the impact a divorce can have on an estate plan.

Posted on: March 13, 2023

Should I Consider Working with an Elder Law Attorney?

Elder law attorneys can assist family caregivers in understanding their loved one’s current situation and outlining possible solutions for the future.

Posted on: March 10, 2023

How Do I Leave Assets for Heirs?

No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals.

Posted on: March 9, 2023

What are Some Best Practices for a Trustee?

Being a trustee is difficult. However, adopting the following four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.

Posted on: March 8, 2023

Can a Power of Attorney Withdraw Money from Bank Account?

The first step in understanding whether a power of attorney can transfer money to themselves is to understand the different types of power of attorney.

Posted on: March 7, 2023