Tag Archives: trustee

4 Things to Consider Before Heading South for the Winter

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 the road.  

What is happening in your destination state?

Because we are still in the midst of a pandemic, it would be prudent to do...
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COVID-19 and Minor Children: Things to Consider Now

Protecting your family is important, especially when you have minor children, and even more so now that we are living through a pandemic.

With all of the unknowns of our current situation, you need some certainty. Having an up-to-date estate plan can be the first step toward providing that certainty in an uncertain world.   Many people view...
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Estate Planning for Every Family: 5 Scenarios

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 Planning needs are different and no two plans look alike. So today we’ve put together a few examples of how an Estate Plan...
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Trust Funding: Set Your Trustee Up for Success

For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing.

However, signing the trust agreement does not end the estate planning process. To work properly, the trust needs to be funded.  

What Is...

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