12 Feb, 2025
Leaving Your Pet to Someone You Trust
According to the 2023–2024 American Pet Products Association (APPA) National Pet Owners Survey, 66% of U.S. households—approximately 86.9 million homes—own a pet. This statistic reflects how deeply woven pets are into the fabric of American families. We can provide for pets with our estate plans in case they survive us. Your estate plan can include … Read More
30 Oct, 2024
How to Appoint a Fiduciary
Fiduciaries can be appointed to serve you in a variety of ways. Three of the most common roles of a fiduciary include acting as an Agent or Attorney-in-Fact in financial or health-related matters during your lifetime, as the executor of your estate once you pass, or as a trustee. When preparing your estate plan, you … Read More
11 Mar, 2023
Testamentary Trusts
One difficulty you may experience the during estate planning process is concern about how heirs might use the money and resources you left to them. People spend their entire lives investing in and growing their estate, and many people want to make sure their heirs pay the same respect to these funds. Although we can’t … Read More