A Beacon in the Dark: How Care Management Trusts Guide Your Healthcare Decisions As you age, you may face the challenge of maintaining your independence and dignity while receiving adequate care. You may also want to stay at home and avoid going to a nursing home...
When Incapacity Strikes: Protecting Your Interests Incapacity means the inability to make or communicate decisions for yourself, whether due to illness, injury, disability, or cognitive decline. Incapacity can have serious consequences for your personal and financial...
Tax Returns, Records, & More: A Fiduciary’s Role in Estate Planning Estate planning and administration can be complex, with each role carrying its unique responsibilities. Fiduciaries, individuals or entities trusted with managing someone’s assets, hold a...
Stepping In: A Fiduciary’s Approach to Managing Assets at Incapacity Managing Assets in Incapacity: A Practical Guide for Fiduciaries Incapacity can strike anyone, at any age, and the burden of managing a person’s financial affairs often falls on the...
Mapping the Terrain: Recognizing Incapacity and Enacting Powers of Attorney Imagine being tasked with caring for your aging aunt, Mrs. Smith. Recently, she’s been having difficulty remembering to pay her bills and take her medications. While everyone has an...
Clients Who Have Outgrown Their Estate Plan As estate planning attorneys, we work hard to set up estate plans that fit a client’s needs and ensure that everything works together for the client and their loved ones. Estate plans remain effective as long as they...
