What is an Incentive Trust?

By Susan M. Graham, Certified Elder Law Attorney, Senior Edge Legal, Boise, Idaho An inheritance of cash can be good or bad.  The “good” part is easy.  Someone receives the inheritance and uses the funds wisely to enhance their lives.  The “bad” part is often swept under the rug. If someone inherits money and that…

It Takes Work to Die

The Wall Street Journal listed 25 documents you need before you die.1 Their subheading was “Design your death dossier soon – or you could be setting up your heirs for frustration and financial pain.” They are right.  If you don’t take the time to create a plan for your future and organize your documents, you…