It's not always immediately clear who should be the person you place your literal trust in to manage your financial affairs, so here are some critical things to consider first. When a trust
Planning for how your money and assets will be taken care of after you pass away is not the most pleasant or exciting thing to do. It requires thinking through situations that can
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 a couple engages in foundational estate planning, one of the first questions addressed by estate planning attorneys is whether it makes sense for the couple to use a revocable living trust (RLT)
Starting a new job is an exciting new chapter in your life. Depending on your company’s onboarding process, there can be a lot of moving parts. You may feel overwhelmed by the introduction
Call me old-fashioned, but I think estate planning should involve a personalized and continuing relationship, not a transaction. While some may prefer to use low-cost websites or software because they are more concerned about
For many snowbirds, cooler weather means it is time to head south. If you are thinking about heading for warmer weather this winter, there are a few things you should consider before hitting
Estate Planning is not just for the elderly. It’s not just for the wealthy. Estate Planning is for anyone who wants to protect their family and legacy after they’re gone. But everyone’s Estate
To all front-line and “essential” workers: thank you for all of your hard work—day in and day out. You tirelessly give of yourself to care for some of the most vulnerable people in
