Case Study: A Complicated, Yet Typical, Estate Administration
Estates can be complex with multiple real estate holdings, vehicles, stocks, bank accounts, policies and…
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Recent News
Check out some recent articles on our blog that give additional insight on matters pertaining to Elder Law & Estate Planning.
Digital Assets Part 2: How to Protect Your Digital Assets
We spend so much time online whether it be on Facebook, Instagram, or even creating…
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What are a Trustee’s Duties and Responsibilities?
While trustees have several duties and responsibilities, there is one that is the most important:…
Read MoreDigital Assets Part 1: What Qualifies as a Digital Asset?
We spend so much time online, whether it be on Facebook, Instagram, or even…
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Finding Equality in Unequal Inheritances
It’s amazing how siblings can be so different from one another. One can be very…
Read MoreIrrevocable Trusts Part 1: What is an Irrevocable Trust?
Many people believe that trusts are only documents that the very wealthy use, but the…
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Failure to Estate Plan: Case Study
Ruth* was in the hospital when I first met her. Her family asked that I…
Read MoreGuardianships Part 2: How to Avoid Costly Guardianships Court Proceedings
Court-appointed guardianship proceedings are costly and time-consuming — and should a guardianship be contested, the…
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Branching Out: Identifying Potential Heirs in Estate Planning or Probate
The process of finding and contacting potential heirs can be arduous, potentially involving hours of…
Read MoreGuardianships Part 1: How to Avoid Court-Appointed Guardianships
It is a common thought that adults are fully capable of making their own decisions…
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