Undue influence is a major issue in estate planning. However, most people will likely go their whole lives without ever hearing this term, up until they have to deal with an older relative and their estate plan. What exactly is undue influence? What should a person...
Month: March 2022
How can you avoid common estate planning mistakes?
No matter your age or financial status, you must have an estate plan in place to protect your assets and your family. A solid estate plan can prevent a lot of stress and hassle after you are gone, while also ensuring your family receives your assets according to your...
What are your duties as a special needs trustee?
Parents of children who have disabilities often elect to form special needs trusts. These trusts, which are an integral part of many comprehensive estate plans, provide financial support to beneficiaries without actually transferring wealth to them. Consequently,...