January 22, 2013Estate Administration, Trusts Trust Basics: by Scott A. Makuakane, Esq., CFP (trustmaker) Trust Basics A trust is the legal relationship that is created when a person transfers “stuff” to a trustee with...
February 22, 2012Conservatorship, Guardianship, Short QA Applying for a Guardianship or Conservatorship Question: I need information about the process to apply for a Guardianship or a Conservatorship. Can you please provide this information? Answer: To...
January 4, 2012Power of Attorney Should Someone with Powers of Attorney Take “Control”? Question: My mother has borderline dementia and is making bad financial choices based on an outside influence (ex-boyfriend) in her...
July 15, 2011Conservatorship, Guardianship, Mental Health, Short QA Obtain Guardianship for a Senior Suffering From Alzheimer’s ?” This will depend on laws of the state in which your senior resides. However, a doctor's report will be needed...
June 3, 2011Dementia, Elder Care Obtain Guardianship / Conservatorship for a Senior with Alzheimer Question: “What are the steps necessary to obtain Guardianship / Conservatorship for my mother who is elderly and suffering from...
February 15, 2011Revocable Living Trusts Reasons Besides Probate Avoidance to Set Revocable Living Trust Answer: A revocable living trust can avoid a conservatorship proceeding (sometimes called a “living probate”) in the event the trustmaker (that’s...