Category: Power of Attorney

Minor children and young adult beneficiaries in particular need more specialized provisions to protect both the assets and the beneficiaries.

Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones.

Establishing an incapacity plan is crucial in estate planning. Learn how to protect your finances and make your wishes known in our comprehensive guide.

Upon your death, assets held in the living trust can transfer using the trust administration process. Assets held outside of the trust, on the other hand, would need to be addressed in some other way.

Being an executor of a will is a significant responsibility, requiring dedication, integrity and, often, legal and financial proficiency. Whether you’re preparing to serve as an executor, need to appoint one, or seek to create an effective estate plan, professional guidance can ensure that your estate is managed according to your wishes and the law.

A living trust (also called a revocable trust or revocable living trust) can be beneficial to a much broader group of Americans than most people expect.