Uncovering Trust Fraud: Signs, Strategies, and Legal Remedies

When administered rightly, a trust can provide grantor and heirs alike with peace of mind. Sadly, this peace of mind can sometimes be shattered by trust fraud. As such, it’s critical to know the red flags that can be used for detecting trust fraud, as well as some of the...

Challenging a Will – Undue Influence

If you have questions about a loved one’s wishes as expressed in a will and you are concerned that the will does not correctly reflect the loved one’s wishes and that there may have been undue influence, then please consider the following: Undue influence occurs when an individual wrongfully persuades...

Common Trust Challenges

The best way to avoid issues with your trustee is to do your due diligence during the initial trustee selection

Why Do Trusts End Up in Court?

There are any number of reasons why a living trust can be challenged in court, including: Trustee mismanagement Undue influence Ambiguous language in the trust itself Disagreements between beneficiaries Questions about the mental health of the grantor If you have questions about navigating one of these disputes, make sure you...

How to Protect Your Retirement Accounts

As long as you’re alive, you enjoy critical protections for your retirement funds. Specifically, the assets in an IRA or 401(k) are shielded from lawsuits, courts, and creditors. But when you die, these protections evaporate, meaning any retirement assets your loved ones inherit from you can be seized. The good...

How a Standby Supplemental Needs Trust Can Protect Your Loved Ones

Estate planning allows you to prepare for all contingencies, including possibly a loved one becoming disabled. One of the challenges associated with a disability is that any financial gift may disqualify the beneficiary from receiving public assistance. One way to sidestep this problem is by creating a standby supplemental needs...