Your Estate and Your Charitable Trust
Giving to others and supporting charities often brings a tremendous sense of accomplishment and satisfaction. Whether you’ve given to charity... Read More
Trust Administration Blog
HIPAA Release FAQ
Question 1: What is a HIPAA release? HIPAA stands for the Health Insurance Portability and Accountability Act. This federal law... Read More
Estate Planning, Incapacity Planning Study Says Isolation A Deadly Risk to the Elderly
Scientists have long known that seniors who don’t have any close social ties and who feel isolated or lonely are... Read More
Elder Law Amending a Living Trust – 3 Questions
Question 1: Can I change my revocable living trust? What about an irrevocable trust? Anyone who creates a revocable living... Read More
Trust Administration, Wills and Trusts Alzheimer’s Early Warning Test May Soon Include Walking
According to research released in July, scientists say that the way a person walks may help in identifying those suffering... Read More
Elder Law, Incapacity Planning 3 Questions About Probate and the Type of Property it Covers
Question 1: What is Probate? Probate is legal process through which a deceased person’s property must proceed before a new... Read More
Probate, Wills and Trusts Practical Tips for Creating, and Using, a Financial Power of Attorney
When you create a financial power of attorney, the person you select as your agent will have to deal with... Read More
Incapacity Planning 3 Questions about Florida Pet Trusts
Question 1: How Does a Pet Trust Work? When you create a trust, you set aside some property (usually money)... Read More
Trust Administration Making Your Voice Heard: Why There is no Room for Silence in Estate Planning
If you are like most Americans, your reluctance to create an estate plan means that your family will have to... Read More
Estate Planning, Incapacity Planning Seniors who Volunteer are in Better Health
Scientists who study aging and its effects on people’s health have long known that regular activity is very beneficial for... Read More
Elder Law, Retirement Planning Selecting the Right Guardian
If you are a parent with a young child, you’ll want an estate plan which names a guardian to take... Read More
Estate Planning, Incapacity Planning, Parents w/ Young Children Joint Ownership Not Always Ideal for Probate Avoidance
Joint property ownership allows more than one person do have an ownership interest in certain property. For example, spouses will... Read More
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