Concern: I have a will, but I’ve heard that I might really need a trust. How do I figure out what is best for me?
We develop comprehensive plans that incorporate the legal, financial, and health care needs of our clients.
All tagged Crisis planning
Concern: I have a will, but I’ve heard that I might really need a trust. How do I figure out what is best for me?
Concern: My family member is not competent, but I need to help them with their finances. What are my options?
Concern: I know I need to create or update my estate planning documents, but I don’t know who to choose as my agent or agents.
Concern: I’m worried my parents might not be able to afford to pay for the care they need. What should I do?