The holidays are upon us, which is the high tide of family togetherness every year. While having more active celebrations with friends and family is normal, it is important to remember to include your senior loved ones. Some elders have … Read More
Life is unpredictable, and you can never anticipate when you will need assistance managing your affairs. Should you become incapacitated, help overseeing your affairs is indispensable. When the time comes, establishing a proxy is critical to your well-being and that … Read More
When choosing a trustee, it is easy to trust a family member, friend, or associate with this considerable responsibility. However, trustees have obligations that go beyond being trustworthy, and possessing the right skills. From trust accounting responsibilities to having interpersonal … Read More
As we get older, people often establish trusts as a way to leave an inheritance and pay off remaining debts with their estate. A trust is a great option to mitigate stress and instill confidence with your finances and the … Read More
Establishing a supplemental needs trust or special needs trust is essential to preserving the quality of life for beneficiaries. Without these legal instruments, disabled individuals are vulnerable to losing benefit eligibility. However, managing these types of trusts can be complicated … Read More