From time to time we re-post David Hultstrom's Financial Foundations. Mr. Hultstrom, who is a co-founder of Financial Architects, had…
If called upon to determine the meaning of a trust, or to resolve some ambiguity, Court look for the intent…
There are a number of laws protecting your privacy and the privacy of your information. This page describes several of…
Everyone should have a Will. If you don't have a Will then your stuff might go to someone you don't…
The following sample language comes from a trust that was drafted years ago, however it remains useful in understanding issues…
One of the most important tasks when creating a trust is selecting the trustee. You can have the best trust…
When the Deficit Reduction Act of 2005 changed 42 U.S.C. ยง 1396p, new restrictions were imposed on promissory notes. Subsection…
In Lamle ex rel. Lamle v. Shropshire (W.D. Oklahoma 5/29/2024), a United States District Court upheld a denial of benefits…
In Hammerberg v. Department of Human Servs. (Minn. Ct. App. 4/22/2024), the State made an estate recovery claim against what…
Service animals used by individuals with a disability can only be excluded from public places if they cannot be controlled…