by Sara Yen | Oct 20, 2015 | Special Needs
Can you identify that one person who is an expert in disability law, housing, medicine, social work and knows all the members of your family and how they interact with each other? If you can, then they are the natural choice to serve as trustee of any Special Needs...
by Sara Yen | Oct 5, 2015 | Estate Planning
A Trust Protector is a position with limited powers which is established within the Trust to ensure that the Trust isn’t adversely affected by changes in law, circumstances or actions of the Trustee. When I describe the position to clients, I like to compare the Trust...
by Sara Yen | Sep 28, 2015 | Estate Planning, General
A Discretionary Lifetime Trust doesn’t just benefit young beneficiaries or those who are financially inexperienced. It may protect those that are no longer fully competent or could easily be taken advantage of. Addlitionally, frivolous lawsuits and high divorce...
by Sara Yen | Sep 21, 2015 | General
With financial exploitation of the elderly on the rise, financial advisors with older clients are looking for ways to head off abuse before it happens. Enter the “Emergency Contact Authorization Form.” With this form, clients can list a trusted person to contact if...
by Sara Yen | Aug 10, 2015 | Estate Planning
If you have created Irrevocable Trust that may last for a decade or two, selecting the right trustee is crucial to the trust’s success. Initially you may think that a family member, such as a sibling (“Uncle Bill” to your children), will be the best choice as trustee....
