October 24, 2024Estate Planning, Health Care Directives, Legal Documents for Seniors, Power of Attorney, Trusts, Wills Top Legal Documents Every Senior Should Have in Place As we age, having the right legal documents in place becomes essential for ensuring your wishes are honored and your...
September 30, 2014Living Trust, Trusts What is a Living Trust? A living trust is simply a trust that is created during your lifetime as opposed to a testamentary trust that...
August 15, 2014Living Trust, Trusts What is a Living Trust, and is This Something That My Elderly Parents Should Consider Setting Up? A Living Trust is often “sold” as a device to avoid Probate. It seems that every week there is an...
September 27, 2013Special Needs Trusts, Trusts Trusts: Common Types of Trusts and How They Work Trusts are a common planning tool that can be used to allow one person to hold property for the benefit...
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...
July 9, 2011Estate Planning Estate Planning – Do I Need Attorney if I Have Legal Documents? Question: I am eighty years old and in excellent health. I have family and friends who can act as executors of my...