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What Should I Know about Guardianships?

Guardianships – also referred to as conservatorships – are drastic and invasive.

Posted on: August 1, 2022

Who Should Be Your Executor?

An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.

Posted on: July 29, 2022

What are Big Mistakes to Avoid in Estate Planning?

Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.

Posted on: July 28, 2022

What Happens to Stock Options when Someone Dies?

No matter what industry you might be in, what your long-term goals might be, or how your business is structured, you know that you need to be planning for the future.

Posted on: July 27, 2022

What Is a Marital Trust?

If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.

Posted on: July 26, 2022

Can Estate Planning Reduce Taxes?

Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.

Posted on: July 26, 2022

What Does a Blended Family Need to Know about Finances?

When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.

Posted on: July 22, 2022

What Is Power of Attorney and Is It Important?

Of all of the essential estate planning documents, the durable general power of attorney is usually the document that is needed first.

Posted on: July 21, 2022

What are the Advantages of a Business Trust?

Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.

Posted on: July 21, 2022

What’s Involved with Being a Trustee?

Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.

Posted on: July 21, 2022