Recent headlines have sparked public debate about conservatorships, reminding families of the legal implications and protections involved in managing the affairs of an incapacitated adult.
We’re all looking to save taxes, court costs, legal fees and ‘make it simple’ for our heirs. A last will and testament is the cornerstone of all estate planning, maybe with a trust.
When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.
As our children are entering adulthood, our parents need more of our time for many reasons—one being that older adults often fall victim to scams, on the internet or over the phone.