One of our firm’s primary goals is to assist our clients prepare an estate plan that prevents any unnecessary probate court involvement. However, for those who have not done the planning required to avoid probate, it may be necessary for someone to…
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Have you been officially asked to manage someone else’s money? For example, have you been named as an agent under a power of attorney or appointed trustee of a trust? As our society ages, more and more people are being asked to take on these roles,…
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