Successor Trustee and Agent changes are a few critical changes to note in 2025 for your estate planning.

Possible repeal of federal mandate to pursue families and estates for repayment of Medicaid

Are you a parent or guardian of a child with a disability? If so, you may consider creating a Supplemental Needs Trust to protect your child following your passing. This Trust allows those with special needs to receive government benefits while also allowing them to retain funds for personal use. The beneficiary uses these funds … Continue reading Supplemental Needs Trusts