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Tag Archives: trust administration

Think Your Family Won’t Fight Over Your Estate? Think Again.

Most families are happy families.

As you gather together with your family this holiday season, you probably share laughs and tell stories. You get along and enjoy being with each other and everything seems copacetic. But what happens with the matriarch or patriarch dies? You would be surprised how, suddenly, years of pent-up resentment and hurt feelings...
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Estate Planning Tips Before a Major Surgery

Getting the news that you have to undergo major surgery is never easy.

Preparing for absences from work, planning for childcare and household responsibilities, and reviewing your estate plan will be among the things you may be worrying about. But what if you only have a few weeks—or even days—to react? Who should you call? How...
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Four Reasons Why Estate Planning Isn’t Just for the 1%

There is a common misconception that estate plans are only for the ultra-rich

- the top 1 % - maybe the top 10%, 20%, or some other arbitrary determination of “enough” money.  In reality, nothing could be further from the truth. People at all income and wealth levels can benefit from a comprehensive estate plan....
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7 Common Questions About Estate Planning

Not sure if an estate plan is right for you or maybe you're not even entirely sure what an estate plan is?

You're not alone. Many people have questions about the process of getting their estate in order for lifetime benefits as well as having an organized plan after you're gone. Here are seven common questions we...
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