Essentially, estate planning is the process of determining, through legal guidance and documents, who will receive your hard-earned assets. Estate planning is very important because it also determines how your life savings, home and personal items will be spent or saved during...
Margaret and Sam have always taken care of their daughter, Elizabeth. She is 45, has never worked, and has never left home. She is developmentally disabled and receives SSI (Supplemental Security Income). They have always worried about who would take care of her after they die. Some years ago, Sam was diagnosed...
The following is a list of important documents that you should have organized and kept together in a safe place. These documents are important to have not only for estate planning but also in times where you may need them such as incapacitation or death, moving, or even in catastrophic events such...
Conventional wisdom says that we all want to stay in our own homes for as long as we can. That is likely how most of our elders feel, but it’s not always in their best interest to do so. How do we talk with them about the realities and dangers of staying...
You’ve thought about it, talked about it, and very likely worried about it: will your loved one need to move into a memory care community? This is a difficult...
It’s an all too common situation. A family is at the bedside of a loved one who is seriously ill and nearing the end of life. Each member of the family has a different idea of what should be done and...
Providing the best quality of life requires informed decisions.
Harry and Sally’s son Bill has autism and is 21 years old. Bill lives with his parents and the couple is concerned about his welfare after they die. Harry and Sally always thought Bill would live with his sister Joan;...
For most of us, our home is our most significant asset and we want to be able to pass it on to our children. Not everyone is aware, however, that there are several ways to do this. In order to understand which method is best for you, consult with a knowledgeable estate...
Written by Attorney Erin L. Nunes, Partner
I get it! No one wants to talk about Estate Planning. That’s the #1 reason why it doesn’t get done. The 2nd reason estate planning doesn’t happen is because no one knows where to start. Let me tell you that it actually...
Most of us have heard of wills being contested, but many people are not aware that trusts can also be contested, often for similar reasons. A trust is a legal document and, as such, can only be contested in a lawsuit in state probate court by a person with legal standing to...
