Articles

What’s the Difference Between Guardianship and Custody?

Legal terms can easily be conflated with each other. If you’ve never worked in the legal industry, guardianship and custody sound a lot alike. Both involve taking on responsibility for a person (usually minor children). However, they are two separa… Read More
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Solving the Sandwich Generation's Unique Challenges

“The Sandwich Generation” might sound silly, but its challenges are unique. This term refers to people in their 30s to 50s, with aging parents and minor children. They’re “sandwiched” in the middle, taking care of both the older and younger… Read More
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Planning for Long Term Care

Whether you’re 25, 45 or 65, planning for your own long-term care is a wise decision. None of us know what the future holds, including whether our health will allow us to live independently. According to this 2019 study, 286,300 people are currentl… Read More
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When to Update Your Powers of Attorney

Whether you’re nearing retirement age, are a new parent, facing an chronic illness or any other life changing events, you can benefit from assigning powers of attorney. Powers of attorney authorize specific people, in specific circumstances, to mak… Read More
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What to Do When a Loved One Lacks Mental Capacity for Estate Planning

Estate planning is crucial to preserving wealth for future generations, and ensuring assets are distributed as the testator sees fit. Throughout the course of one’s life, they may change or update their estate plans to fit new circumstances. Creati… Read More
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The Option to Dissolve: Understanding Revocable Living Trusts

Estate plans can include a number of legal instruments, including wills, powers of attorney and trusts. Choosing the right estate planning tools ensures that your assets are distributed exactly as you wish upon your death. There are primarily two typ… Read More
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Why Hire a Professional Fiduciary?

Even when you’re surrounded by loving family and friends, you may not have anyone you can trust with your finances. Whether you’re setting up a will, trust, financial power of attorney or other legal relationship, a professional fiduciary can ste… Read More
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Setting Up a Charitable Trust

Estate planning enables you to distribute your assets while reducing your tax liability by taking advantage of a myriad of financial tools. One such financial tool is a charitable trust. A charitable trust allows you, your beneficiaries and a 501(c)3… Read More
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Basic Duties of a Trustee

Whether a trust is included in your estate plan, or you’ve been asked to administer a trust, it’s important to understand the duties of a trustee. Permitting someone to manage considerable sums of money, property or other assets is a serious unde… Read More
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Bart Featured In Attorney At Law Magazine

Bart has recently been featured in Attorney At Law magazine, discussing everything from his practice to his family life. You can see the article here. Read More
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