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
19 Mar, 2022
When Might I Need a Trust?
Wills are the cornerstone for estate planning, but they are not necessarily the best option for every estate. A trust can help in certain situations. A trust is a fiduciary arrangement that contains in its provisions how your assets will be distributed at the time of your passing, often without the involvement of a probate … Read More