Estate Planning The following links will provide you with some resources to help you prepare for your initial meeting with our office: Do I Need a Will? Saving Probate Fees How Can Trusts Help Me and My…
It is easy to assume that leaving a gift to someone in your will or naming them as beneficiary of a life insurance policy would have nothing but positive results. Unfortunately, for those receiving benefits under the…
As the parent of a child with a disability, you are likely quite concerned about how your child will be taken care of after your death. Estate planning for a child with a disability involves special considerations…
Although not a subject many parents like to think about, parents of a minor child (under the age of 18) should consider who will look after their child if both parents die. This decision may be debated…
There are two kinds of Powers of Attorney documents: Power of Attorney for Property; Power of Attorney for Personal Care. In these documents, you legally appoint your “attorney” to make decisions for you. Although your lawyer might…
Issues surrounding Probate and the Estate Trustees’ Tasks The Court-issued ‘Certificate of Appointment of Estate Trustee’ (commonly called ‘Probate’) allows the Executor to control estate assets and distribute to beneficiaries. We gather asset and other information to…
We offer an administrative and accounting support service to free you from the complex and time-consuming task of being an Executor or Trustee, while ensuring that estate accounting rules are followed. We also calculate compensation for Executors…
If you want to be appointed as a Guardian of a Person with a disability to make medical treatment and personal care decisions for them while they are incapable of doing so, we can prepare and file…
Definition of a Trust A trust is a legal relationship where the trustee (one or more persons or a trust company) hold property or assets for the benefit of someone else who is called the beneficiary. What…
Capacity to make a will or Powers of Attorney When you ask a lawyer to prepare a Will, Power of Attorney for Property, or Power of Attorney for Personal Care, it is important that your ability to…