What should I know before I agree to administer a trust? The most important aspects of administering trusts are organizational skills and record keeping. Basically you need to track every dollar coming in and going out of the trust and make sure it goes to the right person at the right time. Whether you feel you...Read more
Tag Archives: Trustees
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What are your thoughts on do-it-yourself wills, revocable trusts, powers of attorneys and health care proxy documents?Other than living wills and health care powers of attorneys I find most individuals are not well equipped to prepare their own wills, revocable trusts and financial powers of attorneys....
In a technical sense and strictly construed a legacy is a gift or bequest in a will of personal property. An estate is a person’s interests in real and personal...
People of modest means with total assets between $25,000 to $500,000 should talk with an elder law attorney about Medicaid planning. Planning may be addressed as part of their general...
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