» Estates & Trusts

Five Planning Tips For Families With Special Needs

When we hear the term “special needs” we often think of children, but a family may have a young adult or older relative with a physical or mental disability that falls under the umbrella of special needs. Individuals with special needs may qualif… Read More
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Categories: Estates & Trusts

Five Ways to Handle Digital Estate Planning

So much of our lives is online these days, but surprisingly few of us plan for what happens to our online accounts and assets when we are no longer around. Some of your Instagram followers may never notice that you’ve stopped posting vacation pictu… Read More
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Categories: Estates & Trusts

Can Beneficiary Designations Replace a Trust?

Living trusts have become increasingly popular in the past decade or so. For many people, this estate planning tool is a straightforward way to pass assets directly to their intended beneficiaries on death, while bypassing probate. Recently, we have… Read More
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Categories: Estates & Trusts

Using "Incentive Trusts" to Control From Beyond the Grave

“Control from beyond the grave.” It sounds likes something out of an episode of the Twilight Zone or Tales from the Crypt. While the phrase may sound spooky, it is something many people try to achieve using incentive trusts. Incentive t… Read More
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Can a Trustee or Attorney-in-Fact Be Compensated?

A trustee and an agent under a power of attorney are fiduciaries, meaning they are obligated to act honestly and ethically in the best interests of the person granting the power. Acting as someone’s trustee or agent (also called an attorney-in-… Read More
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Don't Let a Stranger Control Your Loved One's Estate!

It sounds unbelievable: mere weeks after your elderly parent passes away, while you’re still grieving, trying to clean out their home and sort through their possessions, you find that someone else has opened their estate in the probate court an… Read More
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Am I Entitled to a Copy of the Will When My Loved One Dies?

When a loved one passes away, getting a glimpse at the will is not the first thing on most people’s minds. In the weeks following the death, however, when the funeral is over and it’s time to address the business of the decedent’s e… Read More
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Categories: Estates & Trusts

Preventing Will and Trust Contests

You already know you can’t take it with you. But have you thought through what could happen as a result of the wealth you leave behind? Chances are, you created an estate plan in order to provide for your loved ones after you’re no longer… Read More
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Categories: Estates & Trusts

What to Do When a Family Member Dies

The first minutes and hours after a loved one dies are very emotional for everyone. Before even having had a chance to process the death, grieving loved ones need to take certain steps and are faced with some very important decisions. This time can b… Read More
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Important! Free Review of Your Estate Plan

During 2015, Estate Planning and Elder Law Services has been busy contacting our estate planning clients to offer a free 20-30 minute review of their estate plans. If you are one of our clients and have not received a phone call, you should be receiv… Read More
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