Before You Agree to Be a Trustee, Read This!

Before You Agree to Be a Trustee, Read This!

Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is not for everyone. Indeed, serving as a Trustee entails a broad array of duties, and you are both ethically...

Why Every Adult Needs A Living Will

Why Every Adult Needs A Living Will

When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which is also known simply as a “will.” But you may have also heard people talk about a “living will” and...

Why You Need To Keep Your Estate Plan Up-To-Date

Why You Need To Keep Your Estate Plan Up-To-Date

As the world and its laws continue to evolve, everyone needs to keep their estate plans up-to-date. An estate plan...
Read More
Obtaining A Power Of Attorney For Elderly Parents

Obtaining A Power Of Attorney For Elderly Parents

Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of...
Read More
Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits

Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits

As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your...
Read More
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and...
Read More
5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess

5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess

In most cases, from the most sophisticated business people with the highest net worth to those just starting in the...
Read More
Will Your Estate Plan Work When Your Family Needs It?

Will Your Estate Plan Work When Your Family Needs It?

Like most people, you likely think doing your estate plan is just one more task to check off your life’s...
Read More
Before You Agree to Be a Trustee, Read This!

Before You Agree to Be a Trustee, Read This!

Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an...
Read More
4 Common Mistakes Made On Life Insurance Beneficiary Designations

4 Common Mistakes Made On Life Insurance Beneficiary Designations

Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to...
Read More
Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?

Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?

You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in...
Read More
Why Every Adult Needs A Living Will

Why Every Adult Needs A Living Will

When it comes to estate planning and wills, you have a variety of options for legal documents. The most common...
Read More
1 2 3 10