Whenever someone calls me and asks about a Pooled Trust, it becomes apparent pretty quickly that there is a lot of confusion and misinformation about how they work, who they are used for, and how to become involved in one. My hope is that I can clarify some things and give you a broad overview […]
Category Archives: Questions and Answers
This question was asked by a client this week and it immediately made me realize that there are probably others who have the same question. If you read this blog regularly or follow Lenza Law Firm on social media, you already know that creating an estate plan is one of the most important things that […]
While for many this question is not of any concern, as we move further every day into a digital age more and more people will need to begin to plan for the disposition of “digital assets” and social media accounts at their death. According to Wikipedia, digital assets are defined as follows: The term “digital […]