The Spousal Lifetime Access Trust (SLAT)

The Spousal Lifetime Access Trust (SLAT)

Did you know that many, if not most, estate plans are designed to protect and transfer assets? For some high-net-worth individuals, there may be many kinds of trusts that can be used to transfer wealth to the next generation. One of those trusts is a Spousal Lifetime...

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Arbitration Clause in Trust Agreements

Arbitration Clause in Trust Agreements

Did you know that the Federal Arbitration Act in 1925 did not include enforcement of a mandatory arbitration clause in a will or trust document because, generally, arbitration clauses must be agreed to in writing by both parties, as in a contract? Usually, a person...

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Tips for Helping Aging Loved Ones Master Technology

Tips for Helping Aging Loved Ones Master Technology

In order to age in place successfully, it may be essential for a senior to be able to engage with others and remain healthy and safe in his or her independent living situation. Have you considered that the right technology can support his or her ability to do that?...

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Tips on Helping a Loved One Deal with Memory Loss

Tips on Helping a Loved One Deal with Memory Loss

It may start with a parent forgetting food on the stove, until it sets the smoke alarm off. Perhaps, there are more benign signs, such as asking the same questions over and over. Either way, realizing a parent, or other loved one, may be dealing with memory loss can...

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