Beneficiaries

May 15, 2019

4 Critical Estate Planning Tasks to Complete Before Going on Vacation

Going on vacation entails lots of planning: packing luggage, buying […]
September 10, 2018

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2

Last week, we shared the first part of this series […]
August 30, 2018

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1

If a friend or family member has asked you to […]
June 21, 2018

7 Reasons to Consider a Trust for Your Family

Do you consider trusts to be instruments of the wealthy?  […]
June 19, 2018

Squabbles Between Alan Thicke’s Heirs Highlight the Importance of Properly Drafted and Updated Estate Planning

In the 1980s, the late actor Alan Thicke played the […]
February 22, 2018

5 Common Estate Planning Mistakes and How to Avoid Them

Since estate planning involves thinking about death, many people put […]