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Conservatorships – Facts

By | Blog Home, Trust Administration

As a caregiver, you take on the emotional struggles of day-to-day life, but you must also deal with the practical, everyday tasks of making sure everything is up and running. If your loved one cannot provide for his or her own personal needs (e.g., dressing, bathing, clothing, medication management) or manage his own financial resources (e.g., pay bills, manage a checkbook), then as a caregiver, you become responsible for all of these tasks.

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PROBATE VS. TRUST ADMINISTRATION

By | Trust Administration

When a loved one passes away, it is an emotional and stressful time. Unfortunately, while you are still grieving, you do have to face the practicalities of trying to figure out how to settle your family member’s affairs. The hope is that you know exactly where that estate planning binder is; however, if your loved one never did any estate planning, you may be facing probate.

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4 Mistakes to Avoid When Creating an Estate Plan

By | Blog Home, Estate Planning

Learning about estate planning can be confusing since there is so much misinformation out there. Simply, estate planning allows you to legally appoint agents to act for you if you cannot act for yourself, and it allows you to document your wishes as to your end of life decisions, and how you would like your belongings to be distributed to your heirs at your death. It does require some time and effort to put in place; however, getting it done will give you peace of mind knowing that your affairs are in order.

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