How to Create an Estate Plan That Reflects Your Own Values
Will your estate plan reflects your own values? Learn six things to include to be sure that your estate plan is uniquely tailored to reflect your beliefs.
Articles about Planning
Five Estate Planning Moves to Make Right After College
Find out why right after college is the time to start planning your estate and how you can get started. For more info read here.
Can I give my trustee specific instructions relating to substance abuse?
Substance abuse is a very real problem for many families. Consider including specific instructions to your trustee relating to this issue.
Wondering why a married couple with jointly owned assets needs a living trust? View here for six important reasons to consider a trust.
Creating a proper estate plan is an important responsibility of any married couple with jointly owned assets
Should I Put My Safe Deposit Box In My Trust?
We generally say you should have the safe deposit box in the name of the trust, so that the successor trustee can gain access to the box.
Seven Steps Before Making Discretionary Trust Distributions
It is common for a trust to grant some level of discretion to a trustee. Here is what you should know about discretionary trust distributions.