Posts Tagged ‘trust amendment’
Can You Change Your Estate Plan After a Dementia Diagnosis?
One of the most difficult conversations we have with families is when someone comes into our office after receiving a diagnosis of dementia, Alzheimer’s disease, or another form of cognitive decline and asks us, “Can we still update Mom or Dad’s trust?” or “My wife and I want to make changes to our estate plan.…
Read More“Can’t You Just Amend My Trust?” — When Amendments in Estate Planning Can Go Wrong (and a Better Approach)
A couple of months ago, a prospective client came into our office carrying a thick folder that looked like it had survived two decades of life changes, moves, and filing cabinets. Inside was a 20-year-old living trust she had originally created with her late husband. At first glance, her request sounded simple: “Can’t you just…
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