Aging Options

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Preparing for probate

Anyone with property has an estate. The point of probate is to legally clarify the ownership of that property in order to distribute the title of the property when you die. Any asset that has a document to establish the identity of the owner (title to a car, deed to a house, account ownership papers … Read more

The Probate Process: What to Do Following a Death ?

The emotional trauma brought on by the death of a close family member often is accompanied by bewilderment about the financial and legal steps the survivors must take. The spouse who passed away may have handled all the couple’s finances. Or perhaps a child must begin taking care of administering an estate about which he … Read more

A Safe Harbor Trust Offers Security, Peace of Mind

Anyone who has ever sailed in open water understands the idea of a safe harbor. When the weather threatens and the sea becomes turbulent, even the largest ships head for the calm, protective waters of a port where they can ride out the storm in safety – a “safe harbor.” In a metaphorical way, a … Read more

Before Naming a Trustee, Make Sure They Know What to Expect

Have you gone through the process of naming a trustee to take over a family trust after you’ve passed away? If you answer “yes,” that’s a good first step. But here’s an important follow-up query: does the trustee you’ve selected know that he or she is about to assume a potentially huge responsibility? If you … Read more

A Safe Harbor Trust Offers Security, Peace of Mind

Anyone who has ever sailed in open water understands the idea of a safe harbor. When the weather threatens and the sea becomes turbulent, even the largest ships head for the calm, protective waters of a port where they can ride out the storm in safety – a “safe harbor.” In a metaphorical way, a … Read more

Will Your Estate Plan Undermine Your Dream Retirement?

Will Your Estate Plan Undermine Your Dream Retirement?

Why is someone who creates legal documents for a living speaking out about the shortcomings of estate planning? I have spent that last two decades watching people, including those with seemingly airtight estate planning documents , end up broke, a burden on their families, and forced into institutional care. The same thing that happened to my … Read more

Before Naming a Trustee, Make Sure They Know What to Expect

Have you gone through the process of naming a trustee to take over a family trust after you’ve passed away? If you answer “yes,” that’s a good first step. But here’s an important follow-up query: does the trustee you’ve selected know that he or she is about to assume a potentially huge responsibility? If you … Read more

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