Blog
Recent Blog Posts
-
Account Beneficiaries: Why You Should Review Them Regularly
How your accounts are owned has a big impact on your estate plan. The main objective is usually to ensure that no accounts and property are in only your name when you die. When property is owned by only one…Learn More -
Who Should You Bring to Your Trust and Estate Administration Meetings?
When a loved one passes, it affects an entire family. However, when it comes to carrying out their wishes, not every family member has an equal say. In fact, in many cases, only one person—the executor, or personal representative, of…Learn More