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 other purposes when and if you ever become incapacitated or if you can't act on your own...

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.

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