Power of attorney (POA) is a powerful legal tool designed to help loved ones manage finances or health care when someone becomes incapacitated or needs assistance. But what if a power of attorney is abused? This is, unfortunately, more common
A trustee of a trust is responsible for ensuring that the trust is administered according to its terms and for the benefit of its beneficiaries. However, if a trustee becomes incapacitated and can no longer perform their duties, it can
When someone appoints another individual as the trustee of their trust, the trustee becomes responsible for carrying out the directions in the trust document, solidifying the decedent’s legacy, and taking care of those that the decedent loved the most. Unfortunately,
Imagine when a loved one passes away you come to find out that they left behind estate documents that clash with one another. Wills and trusts are essential components of estate planning that should provide an easy transition from one
Is your trustee squandering or mismanaging trust assets, jeopardizing financial security, or ignoring your needs and those of other beneficiaries? Regardless of your situation, an unfit trustee threatens your current and future financial security and undermines the legacy your loved
Breaking news: According to a 2021 California Court of Appeal ruling known as Breslin v. Breslin, the court can order your trust litigation matter to mediation. If you have found yourself amid California trust litigation, and the court has ordered
Deciding between a will and trust can be daunting, but this decision has a far-reaching impact on your life and those you love most. Understanding the nuances that differentiate them is crucial to establishing an optimal estate plan. The debate
Are you in the midst of appointing a trustee? If so, you’ve likely considered hiring an institution to administer your trust assets. These corporate trustees are known for using fee schedules to manage their payments, as opposed to private and
New changes to gift and estate taxes are going into effect in 2022, boosting the official estate and gift tax exemption to $12.06 million per person for deaths throughout the year. This is up from the $11.7 million tax exemption
A death at Iowa’s popular Adventureland theme park has received nationwide attention over the last few weeks as a family fights for justice in court. The incident took place on the Raging River ride, the park’s rafting-themed attraction. A family