As a millennial, you are contributing to the workforce in a major way and are making positive changes in the world around you. We understand that your concerns may differ from someone of
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When creating a last will and testament, one of your most important considerations is who to choose to serve as the executor or administrator of your estate. As the name implies, the role
As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite your best efforts and thoughtful strategies, you cannot prepare for every emergency in life. A
Being named as a successor trustee in someone’s revocable living trust document can be considered a great honor. But with that honor comes responsibility. Whether you were appointed to this role due to
When establishing a trust, you must give serious thought to who you choose as your successor trustee—the person who will manage, invest, and hand out the trust’s accounts and property once you are
Comprehensive estate planning involves more than just planning for your legacy after your death, by avoiding probate, and reducing taxes. Good estate planning also appoints people to make legal, financial, and medical decisions
As a business executive, you are used to strategizing and creating goals as part of your job. But have you devoted time to strategizing and creating goals to protect yourself and your loved
For many business owners, their business is one of the most valuable and important things they own. When it is time to sit down and create an estate plan, it is critical that
A couple in which one spouse is not a U.S. citizen may need to engage in special estate planning. It is important to note that the general estate planning rules do not change
With the increased coverage of artificial intelligence (AI) and all of the applications it can have in our everyday lives, some people may wonder whether an AI program can create an estate plan
