by Webmaster | Jan 24, 2021 | Estate Planning
When you evaluate your current estate plan, you should ask: “Is a Trust right for me? At the beginning of each year, we encourage everyone to review their estate plan or lack thereof. Do you have the proper tools to protect yourself if you become...
by Twyla Sketchley | Dec 25, 2016 | Estate Planning
While an inheritance is nothing more than the transfer of property or money to a beneficiary, many clients hope it will enhance the beneficiary’s life well into the future. Clients may wish to secure basic necessities for a child. They may want to ensure it...
by Twyla Sketchley | May 11, 2016 | Caregivers, Resources
If you are one of the millions of Americans who are helping manage someone else’s money, you are likely required to provide an accounting. An accounting is an itemized explanation of how you spent the money you were managing. If you are a trustee, guardian,...
by Twyla Sketchley | Nov 7, 2013 | Caregivers
Every day, I work with adult children who discover, usually in crisis, they were appointed to act on behalf of a parent using a durable power of attorney. The vast majority of those appointed do not know what they are supposed to do or that there may be liability...
by Twyla Sketchley | Nov 2, 2013 | Estate Planning
When an individual become incapacitated, others may need to assist by making financial and medical decisions on behalf of the individual. These decision makers can use a variety of tools to make decisions, depending on documents the incapacitated individual created....
