What is a Trust A trust is a written agreement when someone called the Trustee holds and manages assets for the benefit of another. Think of the trust like a safety deposit box. You put something into it, and when you want to get it out you have to go through your trustee (like the banker, who turns the second key). In some cases this provides a layer of protection, because if the asset is not directly in your hands, no one can take it from you. Trusts are widely used in estate planning, wealth management, and business structures because they provide flexibility, protection, and control over how assets are handled during a person’s lifetime and after their death. You do not have to be rich to use a trust!

One of the most cherished parts of the holiday season is coming together and sharing the foods that remind you of home, childhood, and loved ones long gone. Every family has something unique.

Understanding Dementia-Related Agitation As an elder law attorney, I’ve had the privilege of walking alongside countless families navigating the challenges of aging, illness, and long-term care. I understand difficulties families face when a loved one with dementia becomes agitated, and the person you’ve known your whole life suddenly lashes out, confused and afraid.

A Helping Hand More and more often we are seeing “solo agers” in need of a long term plan to address their needs. As you age these needs involve care coordination, bill pay, and property management so you can safely stay home. Who is going to check to see if it is time for a servicing by the plumber before things get bad, or for repairs after thing do?

Writing Your Own Will Many clients believe all they need is a Last Will. I believe a Power of Attorney is much more important. A Power of Attorney decides who manages your assets, and your bill pay, while you are still living. But that said, a Last Will can still be very important. A Last Will decides who inherits what, after you are deceased.