If you have an estate plan, it is excellent that you have taken steps to give your family guidance when it comes to distributing your assets, determining what type of medical care you need and things of this nature. Drafting a plan well in advance can help to avoid...
Plan For The Future With Confidence
Month: January 2026
Using life insurance to fund a special needs trust
Worrying about a special needs family member is natural. Parents, grandparents and even siblings may want to take steps to ensure that a family member with special needs has financial support for the rest of their life. A special needs trust that addresses long-term...
What is testamentary capacity?
When drafting or modifying an estate plan, a person must have testamentary capacity. This generally refers to their ability to understand what they are doing, the legal choices they’re making and the impact of their decisions. They must be of sound mind, intentionally...
