When Should I Update My Trust?

Q.  My wife and I have a Living Trust and related estate planning documents which were prepared some years ago. We were told that we should keep them current.  Do you have any advice in terms of when it is time to update or revise them? A.  When your trust was prepared, your attorney probably… Read More »

Is Your Trust HIPAA Compliant?

Q: I heard on a radio program that Living Trusts should be HIPAA compliant, but I didn’t quite catch the full comment. Can you shed any light on this? A. Sure. Most trusts and powers of attorney contain provisions which call for a change in trustee or agent when the maker of these instruments becomes… Read More »