You’ve worked hard to build your assets and secure your family’s future. Like many responsible adults, you’ve named beneficiaries on your retirement accounts, life insurance policies, and maybe
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Protect Your Aging Loved Ones From Undue Influence
Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were expecting, and that the deceased
If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s a big honor—this
How Shopping Around For An Estate Plan Leaves Your Family Unprotected
Maybe you have heard that before investing in a professional service you should “get three estimates.” While often this is wise advice, it is actually a bad idea
Estate Planning 101: Wills and Trusts
Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents are legal vehicles
6 Things You Should NOT Include In Your Will
A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitable option for most people, just about every