Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that trustees play not only in handling trust matters but also in providing for and protecting your loved ones. What is a Trust? A trust is an agreement between an owner of accounts and property (Trustmaker/Grantor) and […]
Getting ready to embark on your next great adventure? Before you zip up the last suitcase, here are five issues you need to address to protect yourself and your loved ones before you leave on vacation. Do You Have a Foundational Estate Plan? Has it Been Reviewed? An estate plan is a set of instructions […]
Ideally, when someone passes away, the paperwork and material concerns associated with the deceased’s passing are so seamlessly handled (thanks to excellent preparation) that they fade into the background, allowing the family and other loved ones to grieve and remember the deceased in peace. In fact, the whole business of estate planning—or at least a […]
When you think about how you want your property to be distributed after your death, most of the time it is easy to identify that property—your home, your cars, your jewelry, etc. But what about the genetic material used in assisted reproductive technology, such as frozen sperm, eggs, and embryos? Is genetic material stored with […]
