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Picture this: You’re in the hospital after a bad fall, you have bills piling up, and your doctor needs a decision about surgery. Do you have someone you trust to handle those issues and make those decisions on your behalf...

When thinking of estate planning, most people’s minds probably go straight to wills. And while wills are not necessarily the best way to accomplish all estate planning goals, they are powerful instruments that can serve...

Seniors are one of the most common targets of scams, fraud, and financial abuse. According to the FBI’s 2024 IC3 Annual Report, the bureau received nearly 150,000 complaints from individuals aged 60 and over, totaling...

Estate planning can be complicated (which is one of the reasons why so many people put it off). There are several considerations at play, among them passing your wealth to your children, planning for your long-term care, and...

One of the most important aspects of trust creation and administration is selecting a trustee. After all, depending on the type of trust and the terms of the trust instrument, trustees can exercise broad authority over the...

You’ve probably heard the word “probate” before, and if you have, it likely was not discussed in a positive light. Attorneys and other professionals often speak of the advantages of avoiding probate, but why, exactly,...

HBO’s hit TV show Succession introduced millions of viewers to the high stakes of business succession planning for family businesses. While very few family businesses are as large as Waystar Royco, most of the same...

In the estate planning realm, power of attorney is among the simplest, most powerful, and most versatile instruments available. Simply put, a power of attorney allows you (the principal) to appoint someone else (the attorney...

Imagine this scenario: You are a teller at a bank and have been dealing with a particular customer (we’ll call her Jen) for several years. One day, instead of Jen coming in herself to take care of her banking needs, a...

A recent case from a neighboring state illustrates the importance of specificity in advance directives — as well as the importance of choosing a healthcare attorney in fact who will carry them out.  Lynne Chesley, an...