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Resources

Can a Trustee Withhold Money from a Beneficiary?

October 1, 2021

The death of a loved one is undoubtedly a stressful time in your life. After a relative passes away, the person’s trust will be reviewed and dispersed. A trustee is the person assigned to oversee the trust. Many people wonder whether a trustee can use his or her power to withhold money from a legal beneficiary. It is helpful to understand the role of a trustee and his legal responsibilities and obligations.

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How to Settle an Estate Without a Will

September 10, 2021

What happens when someone dies without a will? Without a will, the distribution of assets is left to state law. Learn more about intestate succession (when someone dies without a will, they are said to die intestate), and the legal process in place for handling the estate and distributing assets of a decedent.

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Can a Trustee Remove a Beneficiary?

August 13, 2021

While generally the trustee cannot make changes to the trust, there are circumstances where it may be possible.

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How to Contest a Trust

August 6, 2021

After a loved one passes away, it may be surprising and upsetting to find that the trust was not as you expected. When this happens, it is best to seek guidance from a reputable trust attorney.

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Understanding Probate

June 25, 2021

Probate is the process of legally proving a person’s will after their death. A person has a will in place to give directions regarding assets and to distribute property to beneficiaries, among other things. When someone dies, the law generally requires you to prove the decedent’s will in order to properly and legally distribute assets. If you die without a will, the state laws guide how your assets are divided. This is called dying intestate. Therefore, it is in your best interest to put a will in place to ensure that your wishes are met and that your loved ones are cared for as you desire.

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Estate Planning Checklist

May 21, 2021

An estate plan is the best way to provide for your loved ones after your death. It ensures that your property and assets get distributed according to your wishes and it also helps your family make important decisions. Here is a checklist to prepare for the creation of your estate plan.

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Five Reasons You Need a Will

April 16, 2021

A will is an important document and is part of your estate plan. It is essential for all adults to have a will in place, yet many people don’t have one. Here are five reasons why you need to have a last will and testament in place.

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Power of Attorney FAQs

March 19, 2021

When you wish to allow someone to attend to your matters, you must provide them legal power of attorney. Power of attorney is a legal designation that gives a designee the legal authorization to handle your decisions and finances.

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What are the Essential Elements of an Estate Plan?

February 19, 2021

The goal of any good estate plan is to provide an easy path for your loved ones and beneficiaries if you become incapacitated or upon your death. There are some essential elements that you should include in your estate plan.

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Case Study: Receiving an Inheritance? It May Impact Your Medicaid Benefits

January 8, 2021

The windfall of an inheritance—expected or unexpected—can feel like a blessing for many. However, if you’re receiving Medicaid benefits, or may need to apply for Medicaid, an inheritance can have a significant impact on those benefits.

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