Starting a new job is an exciting new chapter in your life. Depending on the employee onboarding process, there can be a lot of moving parts. You may feel overwhelmed by the introduction and review of the many different types of employee benefits. Not only are there forms to be filled out, they need to […]
We each have causes which move us deeply, and call us to action. Through gifts of time and resources, we each support these well loved charities during our lifetimes. Charitable giving is a great way to give back to those causes. Yet, it is important that you also take care of your affairs. A financial […]
Asking someone to serve as your fiduciary (trustee of your trust or personal representative or executor under your last will and testament) is not something you should do lightly. Serving as a fiduciary is a heavy responsibility that requires significant time and effort. If you plan to nominate a family member or friend to serve […]
Clients often naturally choose their children to be beneficiaries of their revocable living trusts. Many clients also wish to name one or more of their children as the trustee of that trust, but are not sure if that is allowed by the law. The short answer is yes, you can have a trustee who is […]
