Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
Massive Amount of Romance Scams Target Older Victims September 2, 2016 by Evan H Farr, CELA, CAP Q. My brother is a disabled older adult living in a group home. He has no assets that he can access himself but does have significant assets in a special needs trust with me as the trustee. Recently, he has been asking me for … [Read more...]