It goes without saying that estate planning is incredibly important and is more than just having a...
What do successor trustees and executors do?
Executor’s Duties An executor, sometimes called a personal representative, is the person who is...
How to Choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee does what you do right...
How Often Do You Update Your Estate Plan? More Often Than Your Resume?
A resume is a “snapshot” of your experience, skill set, and education which provides prospective...
Rewarding Your Employees By Giving Them the Business
Retiring from your business can a tough decision. To ensure that what you have built continues...
Estate Planning For the Newly Married
Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have...
How Does My Annuity Fit Into My Estate Plan?
Selecting the right type of annuity for yourself is no small feat. Of course, you’ve put in the...
Seeing an Estate Planner? Three Key Questions to Ask
Hiring an estate planner is an important decision as you are seeking advice on how to protect your...
Don’t Make These Common, Expensive Mistakes: How to Leave Assets to Minor Children
Most parents want to make sure their children are provided for in the event something happens to...
Consider “Micro” Estate Planning
You are probably familiar with the idea and benefits of traditional estate planning: eliminating...