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
When one sibling is named the trustee of their parent’s trust, it can put a lot of strain on the family relationships. The trustee may feel overwhelmed with his trustee duties and become resentful that his siblings don’t have the … 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
If you are thinking about setting up a trust or making gifts in trust, you need to begin thinking about who you will designate, other than yourself, as a trustee. Most people choose their partner or children to be their … Read More
Cybercriminals and phony tax preparers are looking to steal your refund dollars. Are you ready to say no? It’s tax season and that means the scammers are working at full throttle to steal your money. Phone calls and phony tax … Read More