Creating an estate plan is a major accomplishment, but signing the documents is not the end. You still need to ensure your strategy provides peace of mind and protects your hard-earned legacy. An estate plan is a living tool that should evolve with your life. Over time, family changes, financial shifts, and new goals can affect […]
The title of trustee implies that this position should be held by someone you find trustworthy, and for good reason. Serving as a trustee of a trust carries significant responsibility and duty not just to you as the trust’s creator but also to the beneficiaries who depend on accurate, faithful administration. While being named a […]
Since creating your estate plan, have you thought about updating it? If you are like most people, probably not. The temptation to check off the “estate plan” box from the adult to-do list and never look back is a strong one. However, that carefully thought-out plan you created years ago may not meet your current […]
Your estate plan is one of the most important legal tools you will ever create. It is designed to protect you, your loved ones, and your money and property. A well-crafted plan can reduce taxes and fees while ensuring your family is cared for. Depending on the tools you use, it can also keep your […]
