Category archives: Trust Administration
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7 years ago
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One question we are asked frequently is what the benefits of a Trust are over just having a Will. Our answer is that there are several reasons why a Trust can be preferable to a Will. For example, a Trust does not typically have to go through any probate proceedings if funded properly, and the Trust... [read more]
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7 years ago
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Estate Planning is a process through which you plan for your lifetime care decisions, in the event that you become mentally or physically incapacitated; and planning for the transfer of your assets to beneficiaries in the event of your death, while minimizing tax burdens for your beneficiaries and p... [read more]
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7 years ago
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We're often asked what Estate Planning services we offer. Our answer is that we evaluate each client's unique situation to create comprehensive and customized Estate Plans that include Lifetime Living Documents to protect clients in the event of an emergency or crisis situation and Wills and Trusts ... [read more]
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7 years ago
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We're often asked what it is exactly that we do as Elder Law Attorneys. Our answer is that we help clients of all ages, including people with disabilities, be prepared for a crisis or health emergency; prepare for their futures and the realities of aging; and to plan for their family and loved ones'... [read more]
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7 years ago
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We are often asked by clients how complicated it is to administer a trust. Our answer is that administering a trust is a formal, fiduciary process that can be a difficult task for a Trustee, the person who manages the administration.
Numerous detailed and precise steps are legally required by Flo... [read more]
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