Should I consider making a charity beneficiary of my retirement account?
Changing your beneficiary to name a charity beneficiary, you may minimize the tax burden on your estate and on the beneficiaries.
Five Tips to Help You Safeguard the Trust’s Assets
A Trustee’s duties begin immediately. One important part of your new role is to safeguard the assets of the trust. Read more here.
Ten Reasons to Modify Your Trust to Change Trustees
As time passes, your idea of who should serve as a successor trustee may change. When this happens, it is the perfect time to modify your trust.
Act Quickly: 10 Deadlines of a Trust Administration
During the trust administration process, the trustee must pay close attention to several important dates or deadlines of a trust administration
Considering an update to your estate planning documents? View here for eight helpful tips during an trust modification.
Making the decision to update your estate planning documents is a wise and prudent move toward ensuring that your family is provided for