Definitions for Incapacity Planning

Conservatorships/Guardianships A court-supervised proceeding to name an individual or entity to manage the affairs and assets of an incapacitated person. In incapacity planning, this

Advanced Estate Planning Topics

You’ve worked hard your whole life to provide for your family and make your loved ones more secure. Without advanced estate planning strategies…

Estate Planning for Non-Traditional Families

Nontraditional families take many forms – a grandmother raising a grandchild via an informal custodial arrangement, an unmarried couple with children and perhaps stepchildren