Estate Planning

When planning your estate it is important to understand the difference between probate and non-probate assets.

Elderlaw 101

A trustee is the person or institution appointed to manage a trust.

Elderlaw 101

A power of attorney allows a person you appoint - your attorney-in-fact or agent - to act in your place for financial or medical purposes if you ever become incapacitated or can't act on your own behalf.

Elderlaw 101

A durable power of attorney is an extremely important estate planning tool, but many people delay completing this vital estate planning step until it’s too late and they no longer are legally capable of doing it.

Elderlaw 101

If you have been appointed the trustee of a trust, this is a strong vote of confidence in your judgment and trusthworthiness. It is also a major responsibility. ...

Elderlaw 101

Knowing the cost basis of your property is important for tax purposes, but proving cost basis can be difficult without professional guidance. Cost basis adjusts after a joint owner dies and needs to be reevaluated.

Elderlaw 101

Saying that there has been "undue influence" is often used as a reason to contest a will or estate plan, but what does it mean?...

Elderlaw 101