As we age, our mental capacity to handle our own finances diminishes. You may notice your aging clients begin to have difficulty with relatively simple financial concepts, forget to pay their bills, or even misplace funds, and you may wonder … Read More
As an attorney, you may be limited when it comes to assisting your elderly clients with financial matters outside your scope of work. However, this doesn’t mean you can’t help your client find the support they need. In fact, you … Read More
The probate process is the judicial process in which a will or living trust is being accepted in the court of law. Since people acquire many different assets in their lifetime, there is often dispute over who is the rightful … Read More
As an adult child, you want to do everything you can to keep an eye on your parents well being. If your parent has fallen sick, their financial and legal situation can become increasingly more difficult to manage as time goes … Read More
A private fiduciary is a person or institution who has the legal duty to act and manage your assets once you die or become incapacitated. While there are many different types of roles a professional trustee can play, they will … Read More