Estate Planning

If you have been appointed the trustee of a trust, you might think this is a huge honor that signals a tremendous amount of faith in your integrity and ability. But as soon as you assume the role of trustee, you must start following through with your fiduciary duty. If you are not a professional fiduciary, this presents a considerable

If you notice that your parents are having difficulty managing their finances, immediate intervention is crucial. Poor money management poses a direct threat to their financial and personal well-being. It also jeopardizes your future financial security because they can easily squander their assets and, as a result, your inheritance in no time. As such, you—like so many other adult children—are

As your parents age, it is important to get them the assistance they need to maintain financial and personal security. Age-related cognitive decline makes managing finances and avoiding scams difficult, and failing to get your parents help can ultimately hurt your financial future if you stand to inherit from them. Setting up and getting help managing a trust for elderly

As your parents age, are you noticing bills going unpaid, mail around their home going unopened, large or unusual withdrawals from accounts, reckless spending, unusual explanations for financial matters, or increased difficulty making simple calculations or transactions? These are often tell-tale signs of having trouble managing their finances, and getting help is paramount. Acting quickly is important to ensure they

For people with disabilities, government benefits are critical to their ability to survive and finance basic life necessities. But survival is the bare minimum, and your disabled loved one deserves the opportunity to live their life to the fullest! Unfortunately, the rules surrounding these benefits make losing eligibility far too easy when trying to supplement their income. And that’s where

In its January 30, 2024, decision in Park v. Kim, the U.S. Court of Appeals for the Second Circuit responded to an attorney who submitted a reply brief in the appeal that cited a nonexistent case that, as it turns out, the attorney obtained through ChatGPT.

The Court informed Counsel it could not locate the case and requested she

When someone becomes a successor trustee, they gain substantial power over a trust and its assets. Unfortunately, for some trustees, the temptation to use trust assets for their own benefit is too great. When they do, it can have enormous consequences on your inheritance, the trust, and the legacy your loved one left behind. One common way trustees exploit their