Wills and Trusts

A pooled trust is a type of special needs trust that is established and managed by a nonprofit organization. Instead

A fiduciary is a person or organization that has a legal and ethical obligation to act in the best interests

A trust fund is a legal arrangement in which assets are held by one party — called the trustee —

A beneficiary is a person or organization that is designated to receive assets from a will, trust, life insurance policy,

Estate planning is the process of creating a legal and financial plan that determines what happens to your assets, your

An irrevocable trust is a legal arrangement in which a person — called the grantor — permanently transfers ownership and

A conservatorship is a legal arrangement in which a court appoints a person or organization — called a conservator —

Talking to aging parents about estate planning is one of the most important conversations a family can have — and

A special needs trust — also called a supplemental needs trust — is a legal arrangement designed to hold assets

An estate planning attorney helps individuals and families create legal documents that protect their assets, provide for their loved ones,