Estate Planning

Estate Planning

Estate Planning – I’m the trustee and agent – Why do I still need a conservatorship?

It is a common and frustrating situation. You’ve done everything right: Your parent created a trust, named you as trustee and signed a power of attorney naming you as their agent. Then your parent becomes incapacitated and suddenly you’re told you may need to go to...
Estate Planning — Two costly estate planning myths

Estate Planning — Two costly estate planning myths

Estate planning protects your assets and ensures your wishes are honored, but common misconceptions lead many to delay it. Two major myths can lead to unintended consequences, financial complications and emotional stress for loved ones. Myth #1: If I don’t have an...

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