estate planning 101

Will Your Trusted Decision Maker Be a Hero or Villain Image
10.05.2022

Will Your Trusted Decision Maker Be a Hero or Villain

Failing to Appoint Trusted Decision Makers While Halloween, ...

Estate Planning Lessons We Can Learn from Encanto Image
05.24.2022

Estate Planning Lessons We Can Learn from Encanto

Not only is Disney’s award-winning animated film Encanto h...

What Is HEMS and Why Is It Included in So Many Trusts? Image
11.11.2021

What Is HEMS and Why Is It Included in So Many Trusts?

In the world of estate planning, you may come across the acr...

The Difference Between a Prenuptial Agreement and a Will or Trust Image
08.03.2021

The Difference Between a Prenuptial Agreement and a Will or Trust

There was a time when most people heard about prenuptial agr...

Successor Trustee Compensation Image
07.20.2021

Successor Trustee Compensation

Asking someone to serve as your fiduciary (trustee of your t...

Can a Beneficiary Also Be a Trustee of a Trust? Image
07.14.2021

Can a Beneficiary Also Be a Trustee of a Trust?

Clients often naturally choose their children to be benefici...