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Tag Archives: Trust

Do I Need to Hire an Attorney to Assist with my Estate Plan?

Friday, August 19, 2011

If you are considering planning your estate, you may be enticed by the idea of doing it yourself to save money.  Many websites offer “simple” solutions and forms that can be purchased for less than an attorney.  These forms are usually over-generalized and may not be legally viable for your unique situation. Estate planning is [...]

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Choosing a Trustee

Monday, July 18, 2011

Creating a trust can be important for several reasons – a few of which include avoiding probate, protecting assets, and protecting minor children. However, choosing someone as your trustee can be a difficult decision. You must choose someone you trust to make responsible decisions regarding your assets should you become incapacitated and unable to do [...]

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Social Security Payments Going Paperless – How To Handle Direct Deposits

Thursday, May 5, 2011

As of May 1st, the U.S. Treasury is no longer offering paper checks for Social Security, Veterans Affairs, and other government payments. Instead, the new paperless plan employs direct deposit to any bank account. This offers many practical advantages, but to many senior citizens and their families, putting trust in this system can be a [...]

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