by Brian Douglas | Nov 30, 2022 | Estate Planning
A fiduciary is a person who occupies a position of such power and confidence with regard to the property or well- being of another person that the law requires him/her to act solely in the best interest of the person whom he/she represents. Fiduciary duties fall into...
by Brian Douglas | Nov 9, 2022 | Estate Planning
Planning for a Family Member with Special Needs With proper legal and financial planning, a family can guarantee that a loved one with a disability will enjoy a comfortable lifestyle after her or his caregivers are gone. Without proper planning, an inheritance or...
by Brian Douglas | Oct 26, 2022 | Estate Planning
When married couples are similar ages, estate planning is typically a joint process. The couples are like-minded when it comes to their property and beneficiaries. When a couple has a significant age difference, however, the estate planning process can be a little...
by Brian Douglas | Oct 19, 2022 | Uncategorized
When it comes to estate planning, there are many important roles that need to be set in place in case you are suddenly unable to act on your behalf or are deceased. You want to nominate people you trust and rely on to fill these roles, which are called fiduciary...
by Brian Douglas | Oct 12, 2022 | Probate
Dealing with the loss of a loved one is an emotional and overwhelming experience. These feelings can be compounded if you are also responsible for handling the probate process and managing the loved one’s estate. Probate can be challenging, especially if someone has...
