Author Archives: Cheri Elson Sperber

How to Choose a Trustee

Choosing a Trustee is not something to take lightly.  When you have a living Trust, the bulk of your assets are owned by the Trust and, therefore, under the control of the Trustee.  As long as you are capable (have legal capacity) of managing your own affairs, you are the...

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What is Dementia?

I often hear people refer to all types of dementia as Alzheimer’s.  While Alzheimer’s is the most common of dementias, it is by no means the only type.  Dementia describes a group of symptoms affecting memory, thinking, and social abilities severely enough to interfere with daily functioning, such as paying...

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Estate Planning

Estate Planning: often avoided because, “Estate planning is too confusing” or “I don’t have anything to leave behind.”  By having an estate plan, however, one offers one’s family members peace of mind during a difficult period. The four main documents in an estate plan are: Will, Trust, Durable Power of...

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