» Estates & Trusts

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

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

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

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

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

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

Unlike money, personal belongings usually cannot be divided equally after their owner passes away.  For this reason, distributing possessions like furniture, jewelry, dishes, silverware, artwork, photographs or clothing is often the most difficult c… Read More

Many people believe that a trust beneficiary has no rights other than to just “wait and see” what the trustee of the trust distributes to them.  However, trust beneficiaries typically have certain rights in relation to the trust. The rights of a… Read More