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Estate planning can be complicated (which is one of the reasons why so many people put it off). There are several considerations at play, among them passing your wealth to your children, planning for your long-term care, and...

One of the most important aspects of trust creation and administration is selecting a trustee. After all, depending on the type of trust and the terms of the trust instrument, trustees can exercise broad authority over the...

You’ve probably heard the word “probate” before, and if you have, it likely was not discussed in a positive light. Attorneys and other professionals often speak of the advantages of avoiding probate, but why, exactly,...

HBO’s hit TV show Succession introduced millions of viewers to the high stakes of business succession planning for family businesses. While very few family businesses are as large as Waystar Royco, most of the same...

In the estate planning realm, power of attorney is among the simplest, most powerful, and most versatile instruments available. Simply put, a power of attorney allows you (the principal) to appoint someone else (the attorney...

Imagine this scenario: You are a teller at a bank and have been dealing with a particular customer (we’ll call her Jen) for several years. One day, instead of Jen coming in herself to take care of her banking needs, a...

A recent case from a neighboring state illustrates the importance of specificity in advance directives — as well as the importance of choosing a healthcare attorney in fact who will carry them out.  Lynne Chesley, an...

Elder planning is an essential component of the aging process. It is also one of the most important things you will ever do, as the decisions you make now can affect your medical care, financial standing, and quality of life...

Regardless of your age, financial status, or family makeup, power of attorney should be an essential component of your estate plan. Power of attorney allows one person (the principal) to delegate authority to another person...

One of the most important elements of estate planning is determining who you want to look after your affairs when you are no longer able to do so yourself. Most estate planners choose a power of attorney instrument for this...