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Providing Education & Guidance to Help Protect Your Loved Ones

Case Study: Protecting Vulnerable Loved Ones

August 23, 2024

Jessica* is in her late 80s and lives in a memory care facility, where she receives specialized care for her advancing dementia. Jessica has four adult children, including a trusted…

Care Facilities, dementia, POA

How to Choose an Estate Planning Attorney

August 2, 2024

Team TREEL

Estate Planning and Wills

Estate planning attorneys create estate plans that are legally sound, comprehensive and tailored to your specific needs. An attorney’s deep understanding of estate laws helps minimize taxes, avoid legal pitfalls…

estate law, Estate Lawyer

Case Study: The Importance of Keeping Trust Documents Organized

July 19, 2024

Team TREEL

Case Studies, Estate Planning and Wills

About a year and a half after his mother died, Jerry* and his son met with us for help settling her estate. Jerry said his mother’s estate consisted of her…

estate planning documents, trusts

Minimizing Conflicts Between Beneficiaries and Estate Executors & Administrators

July 5, 2024

Team TREEL

Estate and Trust Administration

It is not uncommon that beneficiaries disagree with how an executor or administrator is handling a deceased person’s affairs. But a dispute between a beneficiary and an executor or administrator…

administrator, beneficiary, executor

Case Study: The High Cost of Ignoring Estate Planning

June 21, 2024

Team TREEL

Case Studies, Estate Planning and Wills

Marie* passed away in 1994, leaving behind seven adult children. Her husband and three of their children had predeceased her. At the time of her passing, Marie owned a home…

Estate Administrator, Tax Lien

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Compassionate Elder Law Attorneys

Our team of legal professionals can help guide you through the complexity of the laws surrounding Elder Law. Learn more on how we can help develop a plan to ensure you and your loved ones are protected.

Blog

Case Study: Protecting Vulnerable Loved Ones

How to Choose an Estate Planning Attorney

Case Study: The Importance of Keeping Trust Documents Organized

Minimizing Conflicts Between Beneficiaries and Estate Executors & Administrators

Case Study: The High Cost of Ignoring Estate Planning

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