by Brian Douglas | Jan 11, 2023 | Estate Planning
When your loved one starts having trouble caring for themselves or making decisions, it may be time to become their guardian or conservator. While these legal roles are similar in nature, it’s important to understand the differences in the responsibilities. What is a...
by Brian Douglas | Dec 7, 2022 | Estate Planning
A living trust is a popular estate planning tool that can provide benefits before and after someone’s death. One of the primary advantages is avoiding the probate process. In this week’s blog, we are taking a look at the differences between revocable trusts and...
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 | Sep 28, 2022 | Estate Planning
Whether a loved one dies with or without a will in place, there still needs to be someone who is in charge of closing the estate and managing the deceased’s final affairs. When a person passes away, their assets are locked. To unlock all of the deceased’s assets, you...
