Estate Planning
What to Do If You’re Appointed Trustee
by Anita Schnee, Attorney at Law Your friend Rose has created a trust and she would like you to be her trustee. You want to
Anita Schnee
July 22, 2019
by Anita Schnee, Attorney at Law Your friend Rose has created a trust and she would like you to be her trustee. You want to
by Anita Schnee, Attorney at Law Dorothy Stutesman had saved up over one hundred thousand dollars. She wanted to leave that money to her daughter
by Anita Schnee, Attorney at Law Trusts aren’t just for the mega-wealthy. They could serve you well, too. You want to keep your affairs private
by Anita Schnee, Attorney at Law The short answer: Both share similar concerns. The longer answer? The differences make all the difference. The Concerns Are
The government can disregard prenups and, regardless what the prenup says, can count some income and assets against both spouses. The well spouse might have to pay for some nursing-home costs incurred by the ill second spouse. We know how to protect that inheritance to a significant extent.
Don’t let forgotten estate plans compete for your present desires as you update your will. Consider this example as a warning.
Begin planning your estate before you are about to lose it to the high costs of nursing homes and medicaid limits. We can help.
Counsel could have helped save her entire estate for Debby’s inheritance.
Using internet forms, you could inadvertently disinherit someone, or your heirs could end up having to spend thousands in court proceedings that should have been avoided.
When it comes to wills, there are many better alternatives that can keep your financial affairs more efficiently managed and private.