by Suzzanne Bloom | Jun 23, 2023 | Estate Planning
Inheritance planning is a proactive and strategic process that involves making arrangements for the transfer and distribution of assets and wealth after an individual’s death. The primary goal of inheritance planning is to ensure that the wishes of the deceased...
by Suzzanne Bloom | Jun 23, 2023 | Estate Planning
Trust administration is a vital process in managing and safeguarding trust assets. It involves the responsible management of assets held in trust for the benefit of designated individuals or entities. Through trust administration, individuals can maintain control over...
by Suzzanne Bloom | Jun 23, 2023 | Estate Planning
Power of Attorney (POA) is a legal document that grants someone the authority to act on behalf of another person in making decisions and managing certain affairs. A Limited Power of Attorney (LPOA) is a specific type of POA that restricts the authority granted to the...
by Suzzanne Bloom | Jun 23, 2023 | Estate Planning
Estate planning is an important step in securing the future of your assets and ensuring that they are distributed according to your wishes. Two common legal documents used in estate planning are wills and trusts. While both serve the purpose of distributing assets to...
by Suzzanne Bloom | Jun 23, 2023 | Estate Planning
A living will is a document that lets your family and medical professionals know your wishes regarding end-of-life care in the event that you’re no longer able to communicate your decisions. It can be a difficult topic to address, but it’s an important one. Living...
