» Estate Planning

special needs trust on clipboard

Who Should Be the Trustee of a Third-Party Special Needs Trust (SNT)?

Family members with special needs may require assistance throughout their lives. If you want to ensure that a loved one with a disability is taken care of after you are gone, you can help manage resources for them by using a third-party special needs… Read More
Probate Word on Scrabble tiles, with a gavel, watch, money in picture

Do I Have to File a Will with the Court?

Death is a personal and private affair that affects the deceased’s close family and friends. However, there is at least one aspect of death that may require state oversight: probate. Probate with a will is usually much more straightforward than wit… Read More
Image shows an advanced directive, stethoscope, magnifier and a pencil

What to Do When Incapacity Throws Your Estate Plan into Chaos

As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency in life. A car accident, sudden illness, workplace injury, or chro… Read More
Authorization for consent to medical treatment of minor child

Who Will Care for Your Child When You Cannot?

As a parent, you are responsible for the care of your minor child. In most circumstances, this means getting them up for school, making sure they are fed, and providing for other basic needs. However, what would happen if you and your child’s other… Read More
Estate Planning Legal Business Management Wheel Infographic showing power of attorney

How to Choose the Right Agents for Your Incapacity Plan

Many people believe that estate planning is only about planning for their death. But planning for what happens after you die is only one piece of the estate-planning puzzle. It is just as important to plan for what happens if you become unable to man… Read More
Power of Attorney Living Will and Healthcare Power of Attorney documents for incapacity

Five Essential Legal Documents You Need for Incapacity Planning

Comprehensive estate planning involves more than just planning for your legacy after your death, avoiding probate, and reducing taxes. Good estate planning also addresses incapacity and appoints people to make legal, financial, and medical decisions… Read More
wooden judge and movie sign on the desk background demonstrating will administration in movies

Will and Estate Administration Details that TV and Movies Get Wrong

While television and movies provide great entertainment, they are not always factual. Even shows based on real events are not entirely accurate. Creators of television programs and movies will often alter details of a story or situation to provide an… Read More
Piggy bank in child's hands, inside parent's hands

Don’t Let This Crucial Question Derail Your Estate Plan: Outright or in Trust?

Sitting down to create or update your estate plan can be overwhelming. Crucial to a successful plan is your ability to address two major questions: Who will get your stuff when you die, and how do you want those individuals or charities to receive th… Read More
Demystifying Probate and…

Demystifying Probate and the Executor’s Role

When creating a last will and testament (commonly known as a will), one of your most important considerations is who to choose to serve as the executor (also called a personal representative) of your estate. As the name implies, the role of the execu… Read More
Beware of Nonlawyers Acti…

Beware of Nonlawyers Acting Like Lawyers

When people think about creating an estate plan, they may think it just involves getting a set of forms that convey their wishes regarding their finances, health, and what will happen to their stuff when they die. Although the documents that comprise… Read More