Category: Estate Planning

When a Settlor of a Trust (also known as the Grantor) passes away and there is no Surviving Settlor, the Successor Trustee is tasked with

A conservatorship is an ongoing legal matter where a judge appoints a person (the “conservator”) to oversee the care of another (the “conservatee”) when it

Sometimes people make mistakes in managing trust assets and fail to properly fund their trusts by transferring title of their assets to it.  If an

Consider giving a gift that will make your graduate’s life a little bit easier as they enter their next chapter of their life! Powers of

Probate is the judicial process where a representative of a deceased person’s estate, sometimes referred to as the “Personal Representative” or “Executor,” proves to the

Many of our clients are not aware of the fact that leaving an inheritance to a beneficiary that currently receives public benefits can actually disqualify

Handwriting an estate plan on your own is never a good idea. All too often estate planners are requested to review planning documents that were

Did you know that the Internal Revenue Service loves Valentine’s Day, too? It’s true! This is evidenced by sections 2056 and 2523 of the Internal

You may have already taken the important steps to organize your estate plan and establish a revocable living trust, but are you sure that all

Thinking about how to start off the New Year responsibly? Take control of your personal affairs by completing your estate planning. The past two years