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Simple steps can be taken to ensure that accumulated debt does not derail your debt upon your passing.  Knowing the difference between secured and unsecured debt is a great example of one of the concepts that it is vitally important to get a handle on. Don’t Let Debt Derail Your Estate Plan: Key Strategies to Protect […]

Serving as a successor trustee, be it individual or corporate, requires a thorough understanding of the trust document, as well as the ability to manage financial matters honestly and efficiently. Understanding Successor and Corporate Trustees: What You Need to Know When the original trustee of a trust is no longer able or willing to serve—often […]

There are many misconceptions that come with vague knowledge of the estate planning process.  Contacting a trained professional and getting a well-prepared, fully thought-through estate plan can ensure that misinformation does not hurt during future life events. Estate Planning: Clearing Up Common Misconceptions When it comes to estate planning, myths abound—and they can lead to […]

Medicaid crisis planning involves preparing for a person’s transition to Medicaid at the time the need for care arises.  The unexpected happens, and at times there is little or no lead to time to prepare.  But there always steps that can be taken, even in the moment, that can allow for a transition to Medicaid […]

Ensuring that ALL final details of the probate process can avoid the need to reopen a probate matter.  Good probate law firms build checklists and timelines to ensure that all details have been addressed BEFORE the probate matter is closed. This blog post addresses issues related to probate, and wrapping up the probate process.   Avoid […]

Every comprehensive estate plan should include a power of attorney and a healthcare declaration to address catastrophic events that do not cause the person’s death.  The unexpected can happen at any time. Understanding Power of Attorney: What You Need to Know A Power of Attorney (POA) is a legal document that allows someone else—referred to […]