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If you have served as an executor of an estate before and are now being asked to administer a trust—or vice versa—it is helpful to understand the similarities and differences between the processes. Trust administration is often less complex than estate administration, but that depends entirely on the terms of […]
If you have worked with an estate planning attorney to prepare a comprehensive estate plan, then you are more prepared than most people to face the unknown events of the future. But as time goes by, your level of preparedness decreases unless you have an attorney review your documents, consider […]
When an elderly loved one needs care in the home, the burden is often more than a friend or family member can provide while still working at a regular job. Many people hire a paid caregiver who can devote time and attention to providing the best services to them when […]
The probate avoidance strategy has been very popular in estate planning in recent years. But for every person who has come to their attorney asking for a revocable living trust or other plan to bypass probate, there are scores of others who aren’t sure what all the fuss is about. […]
You invested significant time and money into the process of creating your estate planning documents, so they are valuable. It might seem logical to store those valuable documents in a safety deposit box where they can be protected from damage or theft. But before you do that, it is important […]