Fiduciary

Teamwork: A Client Story

Teamwork: A Client Story

Mr. W lived in the community with his beloved wife until she died due to COVID complications. Following her death, Mr. W lost the ability to care for his personal needs, his home, and his finances. Unfortunately, his neighbors had to call 911 and Mr. W was admitted to...

Client Story: Mr. C

Client Story: Mr. C

Many individuals name their family members as their agent under a power of attorney simply as the default option. However, the agent almost always has a life of their own and serving as a power of attorney can be overwhelming and difficult. Read how one daughter and...

Creating a Response Team

Creating a Response Team

Last month, we discussed transactional versus relational estate planning. A transactional approach focuses only on preparing estate planning documents, while a relationship approach is much more comprehensive and long-term. It allows a practitioner to get to know a...