A trustee can be a person or an institution, but the fact remains that the role of a trustee is an important one. A trustee is appointed to manage a trust for the benefit of trust beneficiaries. The trustee must, at all times, manage the trust in the best interests of trust...
What to Include in Your Living Will
Many people underestimate or do not consider the peace of mind that can come with putting a comprehensive estate plan in place. A comprehensive estate plan, after all, includes much more than your average last will and testament directing where your assets and belongings are to go after you pass away. For...
Time to Get a Power of Attorney for Your College Kid
Sending your kids off to college can be an emotional time. They are leaving the metaphorical nest and forging their own path ahead. It marks a change in the parent-child relationship, for sure. A parent’s job, however, is never really done. Even when your kid is off at college, they will still...
Trustee Options
If you are considering including a trust in your estate plan, you may have already begun thinking about who you want to serve as trustee. You may think about selecting a friend or a family member to serve in this role. You may want to appoint a friend or a professional...
Taxes to Consider When Estate Planning
If you have started thinking about estate planning, congratulations are in order. You have taken an important step to protecting a future you want for yourself and your loved ones. Estate planning is a multifaceted operation. It involves a lot of different considerations and pinning down many moving parts. With all...
The Benefits and Drawbacks of a Living Trust
Maybe you have only thought about estate planning, but have yet to put a plan in place. Maybe you have put an estate plan in place, but need to review and update it. Whatever stage in the estate planning process you may find yourself in, it is always a good thing...
Comparing a Conservatorship and a Power of Attorney
There are so many legal terms in the estate planning world. The legal jargon can be overwhelming and frustrating. Estate planning is, after all, important. It is the time to put key legal protections in place that safeguard a future you want for yourself and your family. To help you wade...
Single Parents and Estate Planning
Single parents, have you put an estate plan in place? We know that when you are managing kids, a household, work, and everyday responsibilities on your own, this may fall below your normal priority list. Estate planning, however, is too important to put off. This may be especially true for single parents....
Reviewing Your Estate Plan Post-Divorce
Divorce can mark a fresh start and a new beginning. Making a fresh start, however, can be more than worth it, but can be difficult, nonetheless. After all, divorce proceedings are stressful and divorce can generally be an emotional time. There are logistical things that will need to be handled, emotions to...
What Should Be On Your Estate Planning Checklist?
Estate planning allows you to take control of your future, protect your loved ones, and ensure your wishes are respected. Many people delay the process because it feels difficult or uncomfortable to think about. In reality, creating a clear checklist makes the process easier to manage and helps you avoid leaving important...