What should I do with my estate plan if my assets grew significantly in recent years?
When you have an estate plan an update is usually required when the assets grew substantially in recent years. Read more here.
Should you update your estate documents before going on vacation?
Should you update your estate documents before going on a vacation? Relax knowing things are in order is a great way to relax and enjoy your vacation.
What should I do if there is disagreement among beneficiaries regarding trust asset distribution?
Disagreement among beneficiaries regarding distribution can lead to other issues for trust administration. Read more here about the proper steps to take.
What should I do if I was recently entered into a second marriage and need to update my estate plan?
When you have entered into a second marriage it is important to update your estate plan to reflect the changes in your life.
What to do if you suspect a co-trustee of breaching the trust?
If you suspect a co-trustee of breaching the trust you must act! Read more here about the steps you should take to protect the trust and beneficiaries.