Who Will Take Care of Your Affairs If You Can’t?
Planning for Incapacity A question that we regularly ask clients during annual reviews is whether they have all of their estate documents...
Planning for Incapacity A question that we regularly ask clients during annual reviews is whether they have all of their estate documents...
Parents are often amazed when their children finally become adults. Turning 18 is a celebratory milestone, and no doubt the experience will leave...
The news of Aretha Franklin’s death to cancer is tragic to the music world and all who admired her. In the days following her death, I enjoyed hearing information about her life and contributions to music history. One of things I found befuddling...
In 2018, we’ll periodically share “Pearls of Wisdom” on a variety of frequently-encountered planning situations. This month, we focus on ensuring that proper estate planning documents are in place...
Here’s a scenario: you’ve taken all the steps to get your estate in order, including the establishment of a trust that will benefit your children until they are old enough to handle a substantial sum. Since the success of a trust depends on the trustee(s) you choose to manage it, how do you decide who should fill this role?
As a society, we are moving away from keeping documents in paper form, filed away in a filing cabinet. More and more documents, statements, pictures and bills are kept digitally in files on our computers or in the cloud. In this new age of digital storage, we all need to give some thought to what happens to our information upon death or incapacity.