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What’s Involved with Being a Trustee?

Estate Planning Basics

When Should I Revise My Will?

Just as your life changes, so should your will. You may need to replace a personal representative, update accounts, or adjust heirs. If you have an estate plan with greater wealth or need more complex arrangements, such as trusts or guardianship provisions, you should work with an experienced estate planning attorney, says US News’ March 2018 article entitled “4 Times

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Estate Planning for a Child with Special Needs: How a Supplemental Needs Trust Can Help

Parents of children with disabilities often worry about how their child will manage when they are no longer able to provide care. This concern is especially pressing when the child relies on means-tested government benefits like Supplemental Security Income (SSI) or Medicaid. These programs have strict asset limits—usually just a few thousand dollars—so leaving money

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What Is a Power of Attorney?

Nj.com’s recent article entitled “What does becoming someone’s ‘power of attorney’ mean?” explains that a power of attorney (POA) is a legal document through which a principal states that his or her trusted  agent may act on his or her behalf and for their benefit.A power of attorney is usually centered on addressing the principal’s financial matters, such as banking,

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Is It Necessary to have a Health Care Directive?

There’s no way around it, this is a difficult conversation to have with aging parents or loved ones. Who will take care of parents when they cannot take care of themselves? Do they have their estate plan in order? According to this article from Health, an important detail is often overlooked: “A Health Care Power of Attorney Is Essential

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