What is Guardianship and Conservatorship?
A few weeks ago, a woman called our office in a panic asking if she could set up power of attorney documents to manage her mother’s finances.
What Happens to a Trust After the Last Trustor Passes Away?
We are often asked: “What needs to be done after I pass away, and is this something my children can do themselves? Do they need to hire a lawyer after I am gone?” In this article, I will discuss the responsibilities of a successor trustee in a trust to help answer these questions. After the loss of a loved one, I meet with families in a free Family Administration Session. In this meeting, we...