Special needs trusts are essential when a person with disabilities has assets to protect and when that person’s parents are considering their estate plan. Whether the person with the disability has funds, receives funds from a personal injury settlement, or receives funds and property as a gift, the money must be managed carefully. Special needs […]
You have been named Executor under your family member’s will. Now what? In order for you to have any authority as an Executor, you will need to obtain official authority from a Court appointing you Executor. This authority will be granted by what are known as Letters Testamentary. To get these Letters Testamentary, a petition […]
One of the more common questions we deal with in the initial interview with many estate planning clients is why they need both a living will and a health care proxy. The answer to this question is quite simple; but a bit of background on what each document specifically does may be helpful. Health Care […]