by Peter Moustakis | Apr 21, 2022 | Asset Management
There are a number of ways in which a person may manage the assets of another. The choice will depend on the type and value of the assets, and whether the person for whom they are being managed is competent or incompetent. If circumstances change, the form of...
by Dwight Sowerby | Oct 19, 2017 | Trusts, Wills
A properly drafted standard revocable trust can be the beneficiary of an IRA- the key words being”properly drafted”. Using a trust as the beneficiary can be very helpful if the Grantor is concerned about asset protection for his or her beneficiaries. The...
by Dwight Sowerby | Feb 14, 2017 | Elder Law, Estate Planning, Trusts, Uncategorized, Wills
Mistakes to avoid in an Estate Plan An estate plan is not something most people want to spend time on when thinking about the inevitable—our own mortality. If you don’t, however, you may be leaving a mess for your loved ones. It is not enough to just “make a plan.” It...
