A properly executed HIPAA authorization form can also be beneficial if the young adult ends up in the hospital.

Stereotypes surrounding “only child syndrome” have largely been debunked, as recent studies show that only children, on average, develop...

an SNT can cover typical ongoing expenses of everyday life that government programs such as SSI and Medicaid do not cover.

How can you ensure your child is safe at their new home away from home?

Life insurance is a contract that comes with terms and conditions. Some conditions, called exclusions, allow the insurer to deny payment to

A trust allows you to maintain control of your accounts and property through your chosen trustee

The Descendants dramatizes how land inheritance, sibling rifts, and trustee obligations intertwine—highlighting the legal and emotional...

Rain Man illustrates how a father’s trust can favor one child over another, why appointing a sensitive trustee matters, and how to plan...

As professional advisors, we often spend hours with our clients, becoming familiar with some of the most personal details of their lives.

many trustmakers are reluctant to place the entire responsibility for trust administration on only one person.

A well-considered power of appointment allows you to maintain significant flexibility in your estate plan now and in the future.

The trust protector acts like a guardian angel for your estate plan—ensuring your wishes are carried out and your trust stays on course....

1. Identify Successors for a Family Business 2. Managing Complex Assets 3. Challenges of Co-Owning Real Estate 4. Asset Protection for Bene

An estate plan is essential for ensuring your wishes are followed if you become incapacitated or pass away. It directs what happens to...

When it comes to protecting your hard-earned money and property, it is important that you have the right plan, which can include a number...

Creating or revising an estate plan can feel overwhelming, causing many people to procrastinate. But the longer you put it off, the more...