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Are Your Rights as a Beneficiary Being Protected?

Are Your Rights as a Beneficiary Being Protected?As a beneficiary of an estate or trust you have a legal right to information, even if you were not named as the fiduciary.

If you are a beneficiary who is not getting answers as to the status of an estate or trust, it’s important to know that you have options. You can hire an attorney to represent you, and he or she can communicate with the attorney who represents the fiduciary.

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There is No Substitute for Sound Legal Advice


Everyone has their niche.

Financial advisors have a certain field of expertise, and most are very good at what they do. However, when it comes to elder law, Medicaid and estate planning, there is no substitute for sound legal advice.

Case study:

A retiree originally made an appointment with a law firm specializing in estate planning and elder law – but, a family friend was a financial advisor. He decided to work with his friend and canceled his appointment with the law firm.

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