Third-Party Supplemental Needs Trusts
If you want to provide for a loved one who is disabled or has special needs when you are no longer here, care must be taken to ensure that the ...
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My Loved One Has Died: As an Heir or Beneficiary, Do I Need an Attorney?
You just found out that your favorite aunt, Aunt Melba, has died. In the midst of your grief and sadness, you receive a notice from the attorney handling Aunt Melba’s ...
Things You Need to Know as Successor Trustee
Being named as a successor trustee in someone’s revocable living trust document can be considered a great honor. With that honor, however, comes responsibility. Whether you were appointed to this ...
What Is a Medallion Signature Guarantee, and Do I Need One?
Upon seeing the words medallion signature guarantee (MSG), you may envision some shiny grand medallion, signifying a level of greatness few attain. However, that is far from what this guarantee ...