Rumor v. Reality No. 1: Shelf Life of Estate PlansFebruary 10, 2023Team TREELRumor: “I signed a Will, power of attorney and a living will 15-20 years ago.…Read More
Special Needs Trusts: Creating Financial StabilityMay 23, 2022Team TREELTo remain eligible for public assistance, someone who is disabled or unable to manage their…Read More
LGBTQ Estate PlanningMarch 25, 2022Team TREELBill* had a lot of debt when he unexpectedly died. His partner of 30 years,…Read More
Communicate with your kids before leaving unequal assetsJanuary 10, 2018Timothy RiceWhen it comes to leaving money to the kids, some parents struggle to reconcile “equal”…Read More