Many of us today are taking care of our elderly parents and more often than not we are not sure which legal documents are necessary to assist them medically, financially or even at their death … [Read more...]
Social Media and other online financial Accounts
Many of us have multiple social media accounts and partake in several forms of online financial transactions. Most of us don’t think about how these types of accounts are handled when it comes to … [Read more...]
Handwritten changes on your Will or Living Trust
It is never a good idea to make handwritten changes to your Will or Living Trust. The major reason for this is because while you think your notes are clear, they may actually cause confusion or even … [Read more...]
Choosing the Right Successor Trustee
A Successor Trustee is an individual (child, sibling or friend), institutional trust department or a licensed professional private fiduciary chosen by you to manage your living trust upon your … [Read more...]
Generation Skipping Trusts
A Generation Skipping Trust (also known as GST) is a trust that is passed down to your grandchildren and not the children. A GST is not just for grandchildren it can extend to other family members or … [Read more...]
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