Category: Estate Planning

Estate Planning for Adult Children with Disabilities

According to the American Bar Association, medical advancements have and will continue to allow more and more developmentally challenged children to reach adulthood, which brings the question: are parents planning for how their end of life will impact their adult disabled child? Creating a special needs trust is important for parents with both disabled minor… Continued

Elder Financial Abuse and Fraud

Elder abuse comes in many shapes and forms, including physical and emotional abuse. The most common source of abuse comes from the older person’s own family members. This is also true of financial abuse. Family members, friends, hired help, and others are all typical perpetrators of elder financial abuse, which consists of fraud and theft.… Continued

Common Probate Issues

Unfortunately, probate is not always a smooth or straightforward process. Probate, which is the official proving of a will, is a necessary step to take after a loved one passes away before the assets in the will can be divided and the decedent’s last wishes can be carried out. We understand just how frustrating and… Continued

Estate Planning With Your Pets in Mind

For many people, a pet is a family member or quasi-child. They carefully make arrangements that best suit their pet during travel, but rarely does an owner make permanent, legally-binding plans for their companions if they should die. Promises from a friend or family member may not actually happen if suddenly someone finds out they… Continued

Blended Families Face Critical Legal Issues When a Family Member Passes Away

Our families change over time. Children and grandchildren are born. Some people get a divorce and remarry. Bank accounts are opened and closed. Real estate is bought and sold. People change jobs and roll over their retirement accounts. For all of these reasons, it is important to establish an estate plan so the family’s assets… Continued

Do I Need an Advanced Healthcare Directive?

As we age it becomes increasingly important to consider creating or refining a will or estate plan. A well crafted estate plan not only helps put one’s mind at ease, knowing that their final wishes will be carried out, but it serves to console your survivors when you are gone. Having a legal decision on… Continued

Comprehensive Durable Power of Attorney

A Comprehensive Durable Power of Attorney is imperative for all adults who wish to take care of their finances should they become incapacitated. A comprehensive durable power of attorney allows you to select who you want take care of your assets while you are alive but unable to act on your own. It also protects… Continued

A Trust Gives You Control: The Key Players in a Trust

Trusts are created to manage assets during life, transfer assets at death, and to control bequeaths to heirs so as to protect inheritances. The main word is control. Trusts allow a person to control his/her assets. If this is one of your goals, it’s time to consult with us. There are different types of trusts… Continued

The Effect Of Divorce On Your Estate Plan

by Tara Frame Shortly after you were married, you had your estate plan prepared, including your last will and testament, your power of attorney and your health care directive, which left your entire estate to your spouse and named your spouse as your power of attorney and health care agent. Since then, you have been… Continued