When creating a special needs trust (SNT) for a loved one with a disability, the grantor (the individual creating and funding the trust) typically becomes the trustee. However, it is crucial to choose a successor trustee who will continue properly managing the SNT to benefit the special needs individual. When selecting a reliable, honest, and […]
Elder Fraud is statistically increasing in the senior and near-senior age categories. With more individuals online than ever, scammers are becoming highly adaptable and mimic communications resembling tech staff support, government employees, and romantic partners. Seniors are particularly vulnerable groups as they are typically homeowners with substantial financial savings, good credit scores, and trusting natures.
Getting a divorce is seldom an easy process. It is emotional and stressful. There are many factors to consider that may also change over time. For younger couples, children are likely a top concern. For older couples, a long-term home, inherited assets, retirement plans, trusts, and estate plans may be significant concerns. Here are some
Meeting with your doctor is more than just a quick visit with someone you may see only once a year. If you have an ailment, you must explain it quickly and clearly, trusting that your doctor will give you their best advice and keep your health information confidential. This is uncomfortable for many people since
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Should Each Child Receive the Same Inheritance? There are many situations in which equal division of assets among children is the obvious and right choice. Yet, in some families, each child receiving the same inheritance can be inappropriate, deplete the estate’s assets due to ensuing litigation, or cause other family issues after you are gone.