When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs -...

“ I know for a fact that this is not what Karen would want!” said Karen mother. Karen was a single mother of a 5 year old daughter. Her...

If you have only overheard discussions about estate planning, you have likely heard the words “guardian”, or “trustee” tossed around in...

What will happen if you cannot make decisions for yourself? Every day we make hundreds of decisions from what to eat for breakfast to...

While the term fiduciary is a legal term with a rich history, it generally means someone who is legally obligated to act in another...

Use This Time to Revisit The Parts of Your Estate Plan That Impact Your Children Most With all the considerations about your children’s...

Regardless of your family situation, a lack of adequate estate planning can have major consequences in your life and those you love.

Death and taxes. No one ever really want to discuss either, especially not discuss death and dying. And yet, it is a critical time in...

How to Leave Assets to Adult Children When considering how to leave assets to adult children, the first step is to decide how much each...