Latest Blog Posts

How Estate Planning Can Help You Dream About Your Future

Posted on: April 19th, 2019
There are several benefits of developing an estate plan with your legacy in mind. You can help the next generation become empowered to achieve competence, character, and confidence...

Small Business Owner? Know What Can Happen to Your Business If You Become Incapacitated or Pass Away

Posted on: April 16th, 2019
A properly executed will or trust will allow you to state how you would like your assets to be transferred -- and who will receive these assets -- at your death....

How to Leave Your Life Insurance and Retirement Plan to Your Minor Children

Posted on: April 15th, 2019
While it is true that life insurance is a particularly helpful financial tool to protect your loved ones, it is just as important to consider how to leave the proceeds to your minor children. ...

Who should I pick to be successor trustee?

Posted on: April 12th, 2019
When deciding who should be your successor trustee keep in mind the type and amount of assets held in your trust, the complexity of the terms of your trust document, and the qualifications of your candidates....

What do successor trustees and executors do?

Posted on: April 5th, 2019
Typically, a petition of probate must be filed with the court for an executor to be appointed. If the person agrees to be the executor, and no one objects, the court will issue letters of testamentary. ...

Are Payable-On-Death Accounts Right For You?

Posted on: April 3rd, 2019
POD sounds great because they are easy. But, there can be significant problems using this as the primary tool for passing along what you’ve worked to build....
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