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Do You Know What You Own?
Americans’ median household net worth (meaning half the households have more and half the households have less) is around $193,000, ...
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The Top Ten Estate Planning Issues
Probate – Court supervised administration of your estate is never a pleasant journey. Despite the helpful court personnel, there are still ...
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Have You Considered a Dynasty Trust for Your Family’s Estate?
When most people hear the term “dynasty trust,” they assume it’s something for only the wealthiest of families. However, dynasty ...
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Wills, Trusts, and Dying Intestate: How They Differ
Most people understand that having an estate plan benefits them and their loved ones. However, many individuals do not initiate ...
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How to Pick a Trustee, Executor, and Agent under a Power of Attorney
While the term fiduciary is a legal term with a rich history, it generally means someone who is legally obligated ...
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Should Your Child’s Guardian and Trustee Be the Same Person?
If you have overheard any estate planning discussions, you have likely heard the words “guardian” or “trustee.” In estate planning, ...
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Who Should You Name as Beneficiary?
The proceeds from your life insurance policy can benefit your loved ones in many ways, from paying off your outstanding ...
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Testamentary Trusts: The Best of Both Worlds
You have several different options when it comes to creating the right estate plan. Some people believe that a revocable ...
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