Blog, Estate Planning, Trusts
Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop around and find a lawyer to create planning documents for you or create your own DIY plan using online documents. Then, you’ll put...
Blog, Estate Planning, Trusts
Before You Agree to Be a Trustee, Read This! Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is not for everyone. Indeed, serving as a Trustee entails a...
Blog, Estate Planning, Life Insurance
Who Should be Named as Your Beneficiary on Your Life Insurance Policy? Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you are gone. However, when naming your...
