by Michelle Nguyen Estate planning often focuses on what will happen in the future, but it can raise questions about how to protect one’s assets in the present. In a world where lawsuits or accidents can crop up at any time, many people wonder, “Will my trust provide asset protection?” There are a variety of...
by Peggy Lennon Many couples prefer to remain unmarried for many reasons, whether those be legal, philosophical, or financial. While marriage brings with it a set of legal rights and responsibilities (too vast to explore here), couples in long-term, committed relationships face a legal landscape that typically treats an unmarried partner as a stranger. Here...
Watching a parent struggle with memory loss or cognitive decline is emotionally challenging—and it also raises important legal and financial questions. If your parent hasn’t updated their estate plan recently, decisions about healthcare, finances, and daily care could become complicated or fall into the wrong hands if left unaddressed and your parent becomes legally unable...
When helping clients decide on a charitable planning vehicle, their level of philanthropic interest is key to determining the best option. For those with a strong desire to give back, charitable remainder trusts (CRTs) and charitable lead trusts (CLTs) are two attractive choices. Charitable Remainder Trust (CRT) A charitable remainder trust allows a donor to...
A durable power of attorney is a legal tool that allows you to appoint someone (known as your agent or attorney-in-fact) to act on your behalf and make decisions about your financial affairs and property in the event that you become incapacitated. What powers does it grant? The powers you grant to your agent through...
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