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ESTATE PLANNING & ADMINISTRATION OF ESTATES & TRUSTS • TAXATION • ESTATE AND TRUST LITIGATION
If an Attorney, Financial Planner or other advisor confidently says you need a Trust before understanding your personal, family, and financial circumstances, ask the important question of “Why?” If they cannot provide an answer with credibility, consider finding different individuals to advise you
A traditional estate plan typically includes a Durable Power of Attorney, often called a POA. Based on one’s unique needs, a POA can come in several forms and give an assigned person (the Agent) the ability to make financial or property decisions for you (the Principal) if necessary.
While getting married can be exciting, marriage is also a binding, legal agreement. As two individuals formally prepare to merge their lives, many benefits and risks come with this decision.
While most people hope never to need an attorney in their lifetime, one area of law all adults should take interest in is estate planning.
If you’re looking to create an estate plan, you may have considered going to an online service and doing it yourself.
“Due on Sale” clauses found in many mortgages generally allow a lender to demand payment in full of a loan, upon the transfer of an interest in the mortgaged property.
