January 4, 2021
With 2020 now in the rear view mirror, the added hustle and bustle of the holidays behind us, and considering this past year has been one of the most challenging years on record, ideally we’ll have more time to focus on our loved ones struggling with neurocognitive disorders and memory challenges. In this article written by Lee Ann Hitchman, CLPF/MBA and Licensed Professional Fiduciary, you will discover ways to spend the holidays with those who suffer with cognitive impairment.
December 29, 2020
Especially considering last year’s global health issues, the new year is an ideal time to refresh or create an estate plan to provide for those you love, protect your assets, and secure your legacy you’ve worked hard to build. By discussing your objectives with a team of trusted professionals—often including an estate planning attorney, financial advisor and tax planner—you can craft the very best solution for your loved ones. In this article LeeAnn Hitchman, CLFP/MBA and Founding Partner at Hitchman Fiduciaries, explores strategies for special needs considerations and discretionary spending and why estate planning is so important.
October 23, 2020
When it comes to selecting a successor trustee, there are many factors and choices that need to be considered when making this important decision. Family members and close friends are most often chosen for this role, because it can be perceived as an honor to serve the family in this way and there is an expectation this option will be less expensive. But, major issues and challenges can ensue when family members and friends serve in this way, that can cause major headaches and unneeded drama.
October 15, 2020
The rapid escalation of the coronavirus pandemic has motivated individuals and families to be more proactive and get their affairs in good order. Many are reviewing and revising—or even creating for the first time—an estate plan with the support of an experienced attorney. Without an estate plan, you will become more reliant on state laws and probate courts to appoint someone who will be ultimately responsible for your financial affairs and critical health-care decisions.
October 7, 2020
What to Look for in a Professional Fiduciary (Trustee)—Especially during a COVID-19 Pandemic and Aftermath
Has your estate planning or elder care attorney ever mentioned, “You’d be wise to get your affairs in order?” For elderly individuals without immediate family members, it can be extremely difficult to decide who to appoint as their power of attorney or health care surrogate. Learn about the important role of a fiduciary— and how choosing the right one can provide support for you and/or your loved one during a difficult season in life.