
The Role of an Agent Under a Power of Attorney
For many individuals, the term “power of attorney” holds little significance. Even those well-versed in the subject may occasionally forget the specific roles and responsibilities

Why Snow White’s Father Should Have Had an Estate Plan
Many of us are familiar with the story of Snow White and the seven dwarfs. Central to the story is the relationship between Snow White

The Perils of Joint Property
People often set up bank accounts or real estate so that they own them jointly with a spouse or other family member. The appeal of

How the SECURE 2.0 Act May Affect Your 529 Plan
By now, you have likely heard about the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and the SECURE 2.0 Act

Estate Planning for Millennials: The Time is Now
As a millennial, you are contributing to the workforce in a major way and are making positive changes in the world around you. We understand

Demystifying Probate and the Executor’s Role
When creating a last will and testament, one of your most important considerations is who to choose to serve as the executor or administrator of

What to Do When a Disability Throws Your Estate Plan into Chaos
As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite your best efforts and thoughtful strategies, you

Corporate Transparency Act Update
Under the Corporate Transparency Act (CTA), which took effect January 1, 2024, many business entities including small limited liability companies (LLCs) and partnerships are required

Things You Need to Know as Successor Trustee
Being named as a successor trustee in someone’s revocable living trust document can be considered a great honor. But with that honor comes responsibility. Whether