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? […]
How to Choose a Successor Trustee
When families come in to meet with me for their free Personal Family Legal Session, one of the important things we discuss is how to choose a successor trustee, […]
Your Rights as a Trust Beneficiary
The other day I received a call from the daughter of a client. Her parents had set up a trust with us a few years back and had appointed her older brother to be in charge of the money after their father had passed and their mother was incapacitated. […]