ASK A LAWYER: PLANNING WITH A DEMENTIA DIAGNOSIS By Kim K. Steffan, Attorney Has a loved one recently been diagnosed with dementia? You’re not …
Estate Planning
Solving a New Brokerage Account Problem
Clients have alerted me to a new problem in naming beneficiaries on brokerage accounts, both retail investment accounts and IRAs. Some brokerage companies …
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Ask A Lawyer: What is a Trust Protector?
You are probably familiar with the basic roles of people connected to a trust. The trustee manages the trust assets for the benefit of the beneficiaries, …
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