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Should your child’s guardian and trustee be the same person?

Posted on: October 4th, 2018
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Big “Life Changes” Often Mean Big “Estate Plan Changes”

Posted on: September 27th, 2018
Many people who put together an estate plan do so when they start a family - assuming they put an estate plan together at all during their lifetime. ...

Executor’s Duties

Posted on: September 21st, 2018
An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and responsible for probating the will and settling the estate. Depending on the state, an executor may work under court supervision or may use so-called “independent” administration for an unsupervised probate. ...

Your Fall “Legal Affairs” Checklist

Posted on: September 7th, 2018
With the fall season approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date:...

Advance Health Care Directives - everyone needs one

Posted on: April 23rd, 2014
March 31, 2014 marked the ninth anniversary of the death of Terri Schiavo, the 41-year-old who succumbed after her feeding tube was removed as part of a very public legal battle between her husband and parents. ...

Budgeting, Part 3: Instilling Money Values in Children and Grandchildren

Posted on: March 21st, 2014
Money values can be a guiding light that is a component of your legacy. If communicated frequently and purposefully, these values can be an important reference for your loved ones as they learn to handle money....
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