What Would You Do If You Had To Evacuate?

Hurricane season has officially started. How do you protect your estate planning documents during a crisis? What papers should you take with you? Your original health care surrogate, durable business and health powers of attorney, your advance directive (living will),...

Ways To Avoid Liability As Trustee Of Mom’s Trust

Assume your widowed mother’s living trust directs distribution of her assets at her death equally among her children and that she selected you as Trustee to make sure her wishes are followed. Now that she has passed away, you need only to transfer the trust’s assets...
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