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Do You Want or Need a Conservator?

One of the benefits of proper estate planning is to ensure that you, and your assets, will be taken care of even if you are no longer able to do so yourself.  You may become disabled, for instance, and be unable to make important health care decisio… Read More
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Categories: Blog

Beneficiary Designations Are Crucial

The plan includes a trust and a pour-over will to ensure that any assets not transferred to the client’s trust during her lifetime will end up in her trust after her death. Her trust includes numerous provisions to ensure the assets left in trust… Read More
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Inherited IRAs Can Be Taken From the Beneficiary

Last month, in its unanimous decision in Clark v. Rameker, the United States Supreme Court decided that an inherited IRA does not have the same bankruptcy protection as a non-inherited IRA. Read More
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Planning for a Loved One with Special Needs

Planning for a Loved One with Special Needs   In general, a trust is a legal device whereby property of some sort (real estate, cash, tangible personal property, etc.) is managed by a person, termed the Trustee, for the benefit of certain other peop… Read More
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Successor Trustee Meeting May 2014

Successor Trustee Meeting May 2014   On May 31, 2014 we held our annual Successor Trustee Meeting.  More than 80 of our clients and their family members attended!  We were delighted to see such a crowd, and even more delighted to spend some time c… Read More
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Categories: Blog, Estate Planning

Preserving Wealth Over Generations

Preserving Wealth Over Generations Several common sayings refer to the phenomenon of losing inherited wealth.  One is “shirtsleeves to shirtsleeves in three generations.”  Another is “the first generation makes it, the second spends it, and t… Read More
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The Consequences of Life Estates

The Consequences of Life Estates A life estate is a form of ownership in which property owners transfer ownership in their property, most commonly their home, while retaining the right to use and occupy it for the remainder of their lives.  This typ… Read More
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Categories: Blog, Probate

Signing Nursing Home Admission Agreements As A Responsible Party

Signing Nursing Home Admission Agreements As A Responsible Party   When a person is admitted to a nursing home, it is often a family member who manages the details of the move.  If you are managing a loved one’s transition into a nursing home, y… Read More
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Categories: Blog, Estate Planning

Understanding the Difference Between Probate and Non-Probate Assets

In order to prepare your estate plan, you need to know that your assets can be put into two categories: probate and non-probate assets.  Once you understand the difference between these two types of assets, you will be able to make informed decision… Read More
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Categories: Blog

Why You Should Regularly Review Your Trust

One of the benefits of a Revocable Living Trust is that it can be updated when necessary. You may want to update your trust to comply with new laws or to reflect changes in your wishes or your life circumstances. In order to take advantage of this… Read More
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Categories: Blog

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