Refusal of Older Documentation A client called last Friday from the lobby of a bank in a bit of a panic. His mother had a mild stroke a month or so earlier. She was staying at a rehabilitation facility. The facility was locked down due to COVID 19, no visitors, no...
Complete Versatility A Healthcare Proxy is probably the most important legal document a person can have. If you have ever gone to the hospital with a serious condition you may have signed one and not even known it. The Healthcare Proxy is the document that appoints a...
No Need for Probate Court Modern estate planning relies on a simple trust rather than a last will and testament. Our clients who have established a trust are well aware that funding the trust is critical. Funding the trust means that the trust becomes the owner of...
A revocable trust is the central feature at the heart of a modern estate plan. But what, exactly, is it? And what does it do for you and your family? Think of a trust as your own corporation. You, the trustee, are the CEO. That means you have all the decision-making...
Families with college-bound students are often ill-prepared for medical and legal issues that may arise while their student is off at school. Now that college students are 18 years old a host of privacy laws and regulations prevent access to information that the...
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