Learn how to support seniors’ financial success and continued independence by reading our blog articles.
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
Planning for the future can feel like accounting for the unknown, which can be overwhelming. Fortunately, trusts and estates are invaluable legal mechanisms that enable you to preserve, manage, and protect assets and property after death and take care of … Read More
It is never easy to relinquish autonomy. However, as we age, this is inevitable. While your parent may resist the notion of a power of attorney (POA) for their finances, this is often essential to their wellbeing, and it can … Read More
A trustee wields considerable power over a trust. However, there are mechanisms in place to ensure a trustee is adhering to the law and complying with the trust document. One such mechanism is a trust accounting. Here is what to … Read More