Estate Planning

05 Mar Trustee vs. Executor: What’s the Difference? When you’re entering the realm of estate planning, there can be a lot of information thrown at ...

It is important to protect your wealth as well as acquire it. Even the most meticulously designed estate plan can fail if assets are not ...

28 February Estate planning in your sixties: A senior’s guide For seniors with large financial portfolios like you, you’ll have to take some steps to ...

When a person passes away, all of their assets, including real estate, are usually subject to a legal process called probate. This process can make ...

Can a Trust have More Than One Trustees? It’s not always a good idea to have more than one trustee. Three Frequently Asked Question about ...

If your estate contains substantial assets, you should consider minimizing federal estate and gift taxes in your estate planning. It may seem counter-intuitive but an ...

Bob, Laura and their beloved pets, Samson the dog and Delilah the cat were ready to proceed with their estate planning to avoid probate and ...

National Love Your Pet Day is celebrated on the 20th of February. It’s a great opportunity to honor animals that bring you joy and companionship. ...

When planning your estate, it is important to make informed decisions. A lot of people think that you should use a will as your primary ...