For some people, the term family meeting may not bring to mind a pleasant gathering where everyone shares fond memories and warm feelings. When someone says, “We need to talk,” it often implies that something is wrong or that tough decisions need to be made or discussed. However, in estate planning, future problems are exactly […]
The Family Meeting: Not Just for Billionaires Read More »
Even if you are currently in good health, an unexpected illness or injury could leave you unable to make your own medical decisions. A medical power of attorney is a crucial component of your estate plan that allows you to designate a trusted individual (your agent) to make healthcare choices on your behalf if necessary.
Important Things Your Agent Under a Medical Power of Attorney Needs to Know Read More »
Steward—a term for someone entrusted with the care of something that does not personally belong to them—is commonly used in such realms as business, public service, and environmentalism. Conservationists may be referred to as stewards of the land. Business leaders may describe themselves as stewards charged with acting in shareholders’ best interests. Public figures refer
Raising Stewards, Not Mere Beneficiaries: Preparing the Next Generation for Inheritance Read More »
When dealing with loved ones with special needs, it is important to understand the relationship which exists concerning someone with special needs and his or her approved government benefits. Namely, did you know that your loved one could potentially lose their government benefits related to their special needs if they inherit directly from you? Did
Special Needs Trust Read More »
