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Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for May, 2013

Splitting up the authority

by Antoinette Bone on May 30, 2013 Posted on Our Blog

Most of you have probably heard about the durable power of attorney.  This document is extremely powerful.  It is so powerful because it basically gives the person you name as your agent the authority to do just about anything under the sun for an indefinite period of time, unless you limit the time frame (most […]

The Cost of Dementia

by Antoinette Bone on Posted on Our Blog

The Staggering Costs of Dementia Most of us know of someone who has been diagnosed with dementia. It is a costly, heart-breaking and life-altering syndrome that is nearly doubling in numbers of people affected worldwide every 20 years. Dementia has affected the likes of Norman Rockwell, E.B. White, Rita Hayworth, Charlton Heston, Ronald Reagan, Charles […]

Trust Protector: What’s that?

by Antoinette Bone on May 2, 2013 Posted on Our Blog

If a person isn’t 100% comfortable that their chosen trustee could effectively handle the associated responsibilities, appointing a trust protector might provide a solution. A trust protector oversees the trustee and weighs in on critical decisions. This article discusses the advantages of appointing a protector, but also notes the importance of picking the right one. […]