Congratulations, your son or daughter—or perhaps grandchild—recently got accepted to college, and soon is off to school in the fall. Together, you are probably discussing coursework and prospective majors and figuring out housing arrangements and meal plans. One important, but frequently overlooked, topic is what to do in case your child becomes incapacitated… now that … Continued
October 1, 2020 Like it or not, the COVID-19 pandemic has pushed us into new sets of routines and has completely upended many parts of our lives. For many, this catastrophe has been compounded by school closures, historic wildfires or taking on additional caregiving responsibilities. While this process may cause you much angst, it could … Continued
When parents are asked what they want for their children in life, the answers you are most likely to hear are “to be happy and to be self-sufficient”. While there is no clear path to these goals for anyone, there are inherently more challenges facing children with special needs. Covering even the basics like healthcare … Continued
In Part One of this series, we explored the six key qualities and characteristics to consider when selecting the executor and successor trustee for your estate. In Part Two of this series, we will next explore the various types of executors and successor trustees available. You may be surrounded by loved ones and have many … Continued
One critical component of a solid estate plan is the named successor trustee(s) and executor(s). This is the person (or people) who will safe-guard and carry out your wishes at death. Every situation is different and there is no one-size-fits-all solution, however there are some universal considerations that may help you organize your search for … Continued