In this issue of our Estate Planning Newsletter

What Is a Conservatorship — and Who Needs It?

Thanks to the Britney Spears case, everyone is talking about conservatorship and guardianship. What are they, what’s the difference between the two, and why is everyone so mad?

What To Know About Special Needs Trusts

Do you need to provide support for a special needs individual without risking his or her disability benefits? A special needs trust can do it, but the rules are complex.

Pitfalls You Can Avoid in Your Will

You may believe your will reflects your wishes, but does it? There are a lot of places you can go wrong.

How To Choose a Good Place To Retire

When you retire, it’s important to choose a place where your money goes far, the neighborhood is walkable and you have lots of cultural activities to pursue.

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