Granting someone power of attorney (POA) does not necessarily mean handing them unlimited control over your finances or health. While this legal document allows you to appoint an agent or attorney-in-fact to make decisions on your behalf, you can tailor it to your...
Personalized Attention For Your Family’s Probate & Estate Needs
Year: 2025
Estate planning with trusts for multiple special needs children
When you’re raising more than one child with special needs, you may often worry about their future security. An estate plan equipped with powerful documents like trusts can help, but there are many considerations. The goal for most families is to preserve access to...
When a will is so outdated that it is no longer accurate
Wills allow people to protect their dependents and establish an appropriate legacy given their personal resources and values. A will may name individuals as beneficiaries. Other times, people may leave resources for charitable causes that are dear to them. Typically,...
What are the creditor notice requirements during probate?
Estate administration involves many complicated tasks. Personal representatives have to identify and preserve the estate’s resources. They must review testamentary instruments or intestate succession laws to distribute assets properly. They also need to fulfill the...
Why do people procrastinate estate planning?
It is true that most people don’t have an estate plan. But that doesn’t mean they don’t want one or that they are never going to make one. In many cases, they’re just procrastinating and putting it off for later. There’s an obvious risk here: Someone could pass away...
4 times a will executor may be sued for breach of fiduciary duty
Being named as the executor of a will comes with significant responsibilities. As an executor, one is entrusted with managing the deceased’s estate and ensuring that the terms of the will are carried out according to the decedent’s wishes. This position comes with a...
When should you update your estate plan?
Creating your estate plan is something that you should do without delay, but this isn’t a situation that is one and done. Instead, you have to plan to review and update your estate plan on a regular basis. There are also certain life events that require you to take a...
When a caregiver becomes the trustee
Choosing a caregiver to manage a special needs trust might seem like the natural choice. After all, they are already deeply involved in your loved one’s daily life. They know their routines, needs and personality better than almost anyone else. However, while this...
What’s at risk when including a pet in a will?
People drafting wills often try to address their dependents. For many, providing proper support for minor children is a top priority. For others, the most important consideration might be what happens with their pets. It is a natural instinct to want to address a...
Tips for choosing a personal representative for your estate
Creating an estate plan is one of the critical duties that every adult should do, but that many don’t really think about. There are several decisions that you have to make when you’re doing this. One of those is who you will name as your personal representative. The...
