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Blog Posts in March, 2023

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  • Tips for Choosing the Right Trustee
    Tips for Choosing the Right Trustee

    Whether reviewing your existing trust or creating a new one, you should understand the role a trustee plays in handling trust matters and providing for and protecting your loved ones. Understanding ...

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  • Problems With Deathbed Gifts (With Examples)
    Problems With Deathbed Gifts (With Examples)

    It probably goes without saying that you don't like to think about your own death, let alone plan for that occasion. However, if you fail to create or update an estate plan regularly, you are likely ...

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  • What You Should Know About Updating, Executing, and Revoking a Will
    What You Should Know About Updating, Executing, and Revoking a Will

    If you're reading this, you already know that a will is a non-negotiable, foundational estate planning document. However, according to Gallup, only 46% of US adults have a will. This number has ...

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  • How a Beneficiary-Controlled Trust Can Help Protect Your Legacy After You’re Gone
    How a Beneficiary-Controlled Trust Can Help Protect Your Legacy After You’re Gone

    Would you like to provide your children or loved ones with an inheritance but protect them from the risks that may accompany a large windfall? If so, you can create a beneficiary-controlled trust in ...

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