When establishing an estate plan, there’s one subject important for all testators and grantors to know about -- and that's probate. Probate is the process of certifying someone's will as valid and distributing property or funds after someone passes away in the proper...
Month: April 2023
Why trusts are such useful tools for blended families
Individuals in many different personal circumstances may need to add a trust to their estate plans. Those who have family members with special needs or a history of substance abuse may recognize that they need to take special steps to leave resources for those people....
What is a POA agent allowed (and not allowed) to do?
Do you or a loved one need a POA (power of attorney)? Or is someone giving you their POA? A POA is a document that grants an individual authority over another person’s financial or medical matters. It can take effect immediately or when someone becomes incapacitated....
